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Livermore
Livermore
ZHEN

Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Everett Harris & Co, 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)
30,793
Value
$10.1M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Everett Harris & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,793$10.1M0.1%+2,844+10.2%AddedHolders
Q1 202627,949$8.22M0.1%+1,134+4.2%AddedHolders
Q4 202526,815$8.64M0.1%+641+2.4%AddedHolders
Q3 202526,174$8.26M0.1%−1,654−5.9%ReducedHolders
Q2 202527,828$8.07M0.1%+1,429+5.4%AddedHolders
Q1 202526,399$6.48M0.1%+179+0.7%AddedHolders
Q4 202426,220$6.29M0.1%+6,971+36.2%AddedHolders
Q3 202419,249$4.06M0.1%+600+3.2%AddedHolders
Q2 202418,649$3.77M<0.1%+859+4.8%AddedHolders
Q1 202417,790$3.56M<0.1%+146+0.8%AddedHolders
Q4 202317,644$3.00M<0.1%−98−0.6%ReducedHolders
Q3 202317,742$2.57M<0.1%−402−2.2%ReducedHolders
Q2 202318,144$2.64M<0.1%+291+1.6%AddedHolders
Q1 202317,853$2.33M<0.1%−57−0.3%ReducedHolders
Q4 202217,910$2.40M<0.1%−1,131−5.9%ReducedHolders
Q3 202219,041$1.99M<0.1%−98−0.5%ReducedHolders
Q2 202219,139$2.15M<0.1%+511+2.7%AddedHolders
Q1 202218,628$2.54M<0.1%+1,119+6.4%AddedHolders
Q4 202117,509$2.77M<0.1%−480−2.7%ReducedHolders
Q3 202117,989$2.94M<0.1%+1,350+8.1%AddedHolders
Q2 202116,639$2.59M<0.1%−1,270−7.1%ReducedHolders
Q1 202117,909$2.73M<0.1%––Holders

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