Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 68,448
Value: $22.4M
% of portfolio: 2.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,448	$22.4M	2.4%	−3,158−4.4%	Reduced	Holders
Q1 2026	71,606	$21.1M	2.4%	−977−1.3%	Reduced	Holders
Q4 2025	72,583	$23.4M	2.5%	−130−0.2%	Reduced	Holders
Q3 2025	72,713	$22.9M	2.5%	−3,751−4.9%	Reduced	Holders
Q2 2025	76,464	$22.2M	2.5%	−5,328−6.5%	Reduced	Holders
Q1 2025	81,792	$20.1M	2.3%	−2,269−2.7%	Reduced	Holders
Q4 2024	84,061	$20.2M	2.2%	−1,402−1.6%	Reduced	Holders
Q3 2024	85,463	$18.0M	2.0%	−1,324−1.5%	Reduced	Holders
Q2 2024	86,787	$17.6M	2.0%	−3,147−3.5%	Reduced	Holders
Q1 2024	89,934	$18.0M	2.1%	−381−0.4%	Reduced	Holders
Q4 2023	90,315	$15.4M	1.9%	−1,634−1.8%	Reduced	Holders
Q3 2023	91,949	$13.3M	1.8%	−2,711−2.9%	Reduced	Holders
Q2 2023	94,660	$13.8M	1.8%	−6,101−6.1%	Reduced	Holders
Q1 2023	100,761	$13.1M	1.9%	−425−0.4%	Reduced	Holders
Q4 2022	101,186	$13.6M	2.0%	−3,387−3.2%	Reduced	Holders
Q3 2022	104,573	$10.9M	1.7%	−21,947−17.3%	Reduced	Holders
Q2 2022	126,520	$14.2M	1.8%	−1,260−1.0%	Reduced	Holders
Q1 2022	127,780	$17.4M	1.9%	−620.0%	Reduced	Holders
Q4 2021	127,842	$20.2M	2.0%	−610.0%	Reduced	Holders
Q3 2021	127,903	$20.9M	2.2%	+330.0%	Added	Holders
Q2 2021	127,870	$19.9M	2.2%	−7,556−5.6%	Reduced	Holders
Q1 2021	135,426	$20.6M	2.3%	–	–	Holders

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