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Livermore
Livermore
ZHEN

Forbes J M & Co LLP

SEC CIK
0001067532
Latest filing
Jul 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Forbes J M & Co LLP, 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)
99,800
Value
$32.7M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of JPM by Forbes J M & Co LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699,800$32.7M2.6%+188+0.2%AddedHolders
Q1 202699,612$29.3M2.5%+1,046+1.1%AddedHolders
Q4 202598,566$31.8M2.6%+859+0.9%AddedHolders
Q3 202597,707$30.8M2.6%+915+0.9%AddedHolders
Q2 202596,792$28.1M2.6%−202−0.2%ReducedHolders
Q1 202596,994$23.8M2.3%+2,459+2.6%AddedHolders
Q4 202494,535$22.7M2.2%−19,209−16.9%ReducedHolders
Q3 2024113,744$24.0M2.3%−759−0.7%ReducedHolders
Q2 2024114,503$23.2M2.4%+1,931+1.7%AddedHolders
Q1 2024112,572$22.5M2.4%−1,035−0.9%ReducedHolders
Q4 2023113,607$19.3M2.2%+895+0.8%AddedHolders
Q3 2023112,712$16.3M2.1%+564+0.5%AddedHolders
Q2 2023112,148$16.3M2.0%−16,287−12.7%ReducedHolders
Q1 2023128,435$16.7M2.3%+4,160+3.3%AddedHolders
Q4 2022124,275$16.7M2.4%−2,801−2.2%ReducedHolders
Q3 2022127,076$13.3M2.1%+1,436+1.1%AddedHolders
Q2 2022125,640$14.1M2.1%−226−0.2%ReducedHolders
Q1 2022125,866$17.2M2.2%−183−0.1%ReducedHolders
Q4 2021126,049$20.0M2.3%+775+0.6%AddedHolders
Q3 2021125,274$20.5M2.6%+1,542+1.2%AddedHolders
Q2 2021123,732$19.2M2.4%+2,239+1.8%AddedHolders
Q1 2021121,493$18.5M2.6%––Holders

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