Sand Hill Global Advisors, LLC

SEC CIK: 0001009209
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sand Hill Global Advisors, LLC, 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): 65,525
Value: $21.4M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Sand Hill Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,525	$21.4M	0.6%	−148−0.2%	Reduced	Holders
Q1 2026	65,673	$19.3M	0.6%	−11,763−15.2%	Reduced	Holders
Q4 2025	77,436	$25.0M	0.9%	−2,011−2.5%	Reduced	Holders
Q3 2025	79,447	$25.1M	0.9%	−5,220−6.2%	Reduced	Holders
Q2 2025	84,667	$24.5M	0.9%	+557+0.7%	Added	Holders
Q1 2025	84,110	$20.6M	0.8%	−1,566−1.8%	Reduced	Holders
Q4 2024	85,676	$20.5M	0.9%	−2,371−2.7%	Reduced	Holders
Q3 2024	88,047	$18.6M	0.8%	−3,001−3.3%	Reduced	Holders
Q2 2024	91,048	$18.4M	0.8%	+3,105+3.5%	Added	Holders
Q1 2024	87,943	$17.6M	0.8%	−3,906−4.3%	Reduced	Holders
Q4 2023	91,849	$15.6M	0.8%	−324−0.4%	Reduced	Holders
Q3 2023	92,173	$13.4M	0.7%	−1,091−1.2%	Reduced	Holders
Q2 2023	93,264	$13.6M	0.7%	−86−0.1%	Reduced	Holders
Q1 2023	93,350	$12.2M	0.7%	−432−0.5%	Reduced	Holders
Q4 2022	93,782	$12.6M	0.7%	+1,558+1.7%	Added	Holders
Q3 2022	92,224	$9.64M	0.6%	−696−0.7%	Reduced	Holders
Q2 2022	92,920	$10.5M	0.6%	+2,690+3.0%	Added	Holders
Q1 2022	90,230	$12.3M	0.7%	+3,455+4.0%	Added	Holders
Q4 2021	86,775	$13.7M	0.8%	+882+1.0%	Added	Holders
Q3 2021	85,893	$14.1M	0.9%	−1,533−1.8%	Reduced	Holders
Q2 2021	87,426	$13.6M	0.8%	+3,134+3.7%	Added	Holders
Q1 2021	84,292	$12.8M	0.8%	–	–	Holders

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