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Livermore
Livermore
ZHEN

Smith Shellnut Wilson LLC

SEC CIK
0000944317
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Smith Shellnut Wilson 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)
3,150
Value
$1.03M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Smith Shellnut Wilson LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,150$1.03M0.4%00.0%UnchangedHolders
Q1 20263,150$926.6K0.4%−22−0.7%ReducedHolders
Q4 20253,172$1.02M0.4%+170+5.7%AddedHolders
Q3 20253,002$946.9K0.4%+1,047+53.6%AddedHolders
Q2 20251,955$566.8K0.2%−92−4.5%ReducedHolders
Q1 20252,047$502.1K0.2%+36+1.8%AddedHolders
Q4 20242,011$482.1K0.2%+179+9.8%AddedHolders
Q3 20241,832$386.3K0.2%00.0%UnchangedHolders
Q2 20241,832$370.5K0.2%00.0%UnchangedHolders
Q1 20241,832$366.9K0.2%00.0%UnchangedHolders
Q4 20231,832$311.6K0.2%00.0%UnchangedHolders
Q3 20231,832$265.7K0.2%00.0%UnchangedHolders
Q2 20231,832$266.4K0.2%−275−13.1%ReducedHolders
Q1 20232,107$274.6K0.2%−166−7.3%ReducedHolders
Q4 20222,273$304.8K0.2%00.0%UnchangedHolders
Q3 20222,273$238.0K0.2%00.0%UnchangedHolders
Q2 20222,273$256.0K0.2%00.0%UnchangedHolders
Q1 20222,273$310.0K0.2%−36−1.6%ReducedHolders
Q4 20212,309$366.0K0.2%−156−6.3%ReducedHolders
Q3 20212,465$403.0K0.2%+600+32.2%AddedHolders
Q2 20211,865$290.0K0.2%00.0%UnchangedHolders
Q1 20211,865$284.0K0.2%––Holders

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