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Livermore
Livermore
ZHEN

Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
645,494
Value
$211.3M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of JPM by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026645,494$211.3M2.6%−7,413−1.1%ReducedHolders
Q1 2026652,907$192.1M2.5%−13,050−2.0%ReducedHolders
Q4 2025665,957$214.6M2.6%−5,331−0.8%ReducedHolders
Q3 2025671,288$211.7M2.6%−8,560−1.3%ReducedHolders
Q2 2025679,848$197.1M2.5%−9,967−1.4%ReducedHolders
Q1 2025689,815$169.2M2.2%−8,636−1.2%ReducedHolders
Q4 2024698,451$167.4M2.2%−4,026−0.6%ReducedHolders
Q3 2024702,477$148.1M1.9%−6,713−0.9%ReducedHolders
Q2 2024709,190$146.4M2.0%−8,235−1.1%ReducedHolders
Q1 2024717,425$143.7M2.0%−5,292−0.7%ReducedHolders
Q4 2023722,717$122.9M1.9%−3,361−0.5%ReducedHolders
Q3 2023726,078$105.3M1.7%−4,354−0.6%ReducedHolders
Q2 2023730,432$106.2M1.7%−6,327−0.9%ReducedHolders
Q1 2023736,759$96.0M1.6%−3340.0%ReducedHolders
Q4 2022737,093$98.8M1.8%+1,452+0.2%AddedHolders
Q3 2022735,641$76.9M1.5%+4,989+0.7%AddedHolders
Q2 2022730,652$82.3M1.5%−549−0.1%ReducedHolders
Q1 2022731,201$99.7M1.6%+15,804+2.2%AddedHolders
Q4 2021715,397$113.3M1.7%+6,247+0.9%AddedHolders
Q3 2021709,150$116.1M1.9%−11,540−1.6%ReducedHolders
Q2 2021720,690$112.1M1.9%+15,496+2.2%AddedHolders
Q1 2021705,194$107.4M2.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.