Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Sheets Smith Wealth Management, 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): 23,451
Value: $7.68M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,451	$7.68M	0.8%	−38−0.2%	Reduced	Holders
Q1 2026	23,489	$6.91M	0.8%	+2,418+11.5%	Added	Holders
Q4 2025	21,071	$6.79M	0.7%	−916−4.2%	Reduced	Holders
Q3 2025	21,987	$6.94M	0.8%	−326−1.5%	Reduced	Holders
Q2 2025	22,313	$6.47M	0.8%	−75−0.3%	Reduced	Holders
Q1 2025	22,388	$5.49M	0.7%	−359−1.6%	Reduced	Holders
Q4 2024	22,747	$5.45M	0.7%	−104−0.5%	Reduced	Holders
Q3 2024	22,851	$4.82M	0.6%	−272−1.2%	Reduced	Holders
Q2 2024	23,123	$4.68M	0.6%	−227−1.0%	Reduced	Holders
Q1 2024	23,350	$4.68M	0.5%	+138+0.6%	Added	Holders
Q4 2023	23,212	$3.95M	0.6%	−622−2.6%	Reduced	Holders
Q3 2023	23,834	$3.46M	0.5%	+85+0.4%	Added	Holders
Q2 2023	23,749	$3.45M	0.5%	−6,060−20.3%	Reduced	Holders
Q1 2023	29,809	$3.88M	0.6%	−765−2.5%	Reduced	Holders
Q4 2022	30,574	$4.10M	0.6%	+78+0.3%	Added	Holders
Q3 2022	30,496	$3.19M	0.5%	+4,037+15.3%	Added	Holders
Q2 2022	26,459	$2.98M	0.5%	−3,520−11.7%	Reduced	Holders
Q1 2022	29,979	$4.09M	0.6%	+74+0.2%	Added	Holders
Q4 2021	29,905	$4.74M	0.6%	+147+0.5%	Added	Holders
Q3 2021	29,758	$4.87M	0.7%	+318+1.1%	Added	Holders
Q2 2021	29,440	$4.58M	0.6%	+349+1.2%	Added	Holders
Q1 2021	29,091	$4.43M	0.7%	–	–	Holders

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