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Livermore
Livermore
ZHEN

Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Appleton Partners 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)
124,463
Value
$40.7M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026124,463$40.7M2.5%−2,127−1.7%ReducedHolders
Q1 2026126,590$37.2M2.6%−522−0.4%ReducedHolders
Q4 2025127,112$41.0M2.7%−1,242−1.0%ReducedHolders
Q3 2025128,354$40.5M2.7%−713−0.6%ReducedHolders
Q2 2025129,067$37.4M2.6%−10,159−7.3%ReducedHolders
Q1 2025139,226$34.2M2.6%−3,400−2.4%ReducedHolders
Q4 2024142,626$34.2M2.5%−6,810−4.6%ReducedHolders
Q3 2024149,436$31.5M2.3%−3,757−2.5%ReducedHolders
Q2 2024153,193$31.0M2.4%−7,928−4.9%ReducedHolders
Q1 2024161,121$32.3M2.5%−8,758−5.2%ReducedHolders
Q4 2023169,879$28.9M2.3%−2,222−1.3%ReducedHolders
Q3 2023172,101$25.0M2.2%−3,201−1.8%ReducedHolders
Q2 2023175,302$25.5M2.2%+918+0.5%AddedHolders
Q1 2023174,384$22.7M2.0%+136+0.1%AddedHolders
Q4 2022174,248$23.4M2.2%−2,104−1.2%ReducedHolders
Q3 2022176,352$18.4M1.8%−1,966−1.1%ReducedHolders
Q2 2022178,318$20.1M1.9%+1,767+1.0%AddedHolders
Q1 2022176,551$24.1M2.0%+6,609+3.9%AddedHolders
Q4 2021169,942$26.9M2.0%+2,372+1.4%AddedHolders
Q3 2021167,570$27.4M2.3%+5,836+3.6%AddedHolders
Q2 2021161,734$25.2M2.1%−395−0.2%ReducedHolders
Q1 2021162,129$24.7M2.3%––Holders

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