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Livermore
Livermore
ZHEN

Benedict Financial Advisors Inc

SEC CIK
0000711089
Latest filing
Jul 16, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Benedict Financial Advisors Inc, 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)
13,077
Value
$4.28M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of JPM by Benedict Financial Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,077$4.28M0.8%−108−0.8%ReducedHolders
Q1 202613,185$3.88M0.8%−277−2.1%ReducedHolders
Q4 202513,462$4.34M0.9%+398+3.0%AddedHolders
Q3 202513,064$4.12M0.9%−313−2.3%ReducedHolders
Q2 202513,377$3.88M0.9%−263−1.9%ReducedHolders
Q1 202513,640$3.35M0.8%−740−5.1%ReducedHolders
Q4 202414,380$3.45M0.8%+421+3.0%AddedHolders
Q3 202413,959$2.94M0.7%−418−2.9%ReducedHolders
Q2 202414,377$2.91M0.7%−86−0.6%ReducedHolders
Q1 202414,463$2.90M0.7%−69−0.5%ReducedHolders
Q4 202314,532$2.47M0.7%+65+0.4%AddedHolders
Q3 202314,467$2.10M0.6%−40.0%ReducedHolders
Q2 202314,471$2.10M0.6%+367+2.6%AddedHolders
Q1 202314,104$1.84M0.5%+369+2.7%AddedHolders
Q4 202213,735$1.84M0.5%−358−2.5%ReducedHolders
Q3 202214,093$1.47M0.5%−593−4.0%ReducedHolders
Q2 202214,686$1.65M0.5%−2,033−12.2%ReducedHolders
Q1 202216,719$2.28M0.6%−436−2.5%ReducedHolders
Q4 202117,155$2.72M0.7%+56+0.3%AddedHolders
Q3 202117,099$2.80M0.8%+494+3.0%AddedHolders
Q2 202116,605$2.58M0.7%+930+5.9%AddedHolders
Q1 202115,675$2.39M0.7%––Holders

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