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SBE LLC DBA CEDAR COVE WEALTH PARTNERS → JPM-PM

SBE LLC DBA CEDAR COVE WEALTH PARTNERS JPM-PM Position History

JPM-PM

Quarters held
7
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$460K
Q1 2026$4.3M
Q2 2026$492K
Q2 2026$4.2M
Q3 2026$506K
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M89.5K——
Q3 2026$506K1.5K——
Q2 2026$4.2M83.7K——
Q2 2026$492K1.5K——
Q1 2026$4.3M84.0K——
Q1 2026$460K1.6K——
Q4 2025$4M79.3K——

Other funds holding JPM-PM

Other SBE LLC DBA CEDAR COVE WEALTH PARTNERS positions

GS-PD

GOLDMAN SACHS ETF TR

$42.3M
GS-PD

GOLDMAN SACHS ETF TR

$41.7M
GS-PD

GOLDMAN SACHS ETF TR

$36.4M
GS-PD

GOLDMAN SACHS ETF TR

$35.3M
ETHA

ISHARES TR

$21M
ETHA

ISHARES TR

$20.8M
ETHA

ISHARES TR

$17.9M
ETHA

ISHARES TR

$17.7M