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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Greenleaf Trust, 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)
90,431
Value
$29.6M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202690,431$29.6M0.3%−340.0%ReducedHolders
Q1 202690,465$26.6M0.3%−3,661−3.9%ReducedHolders
Q4 202594,126$30.3M0.3%−2,357−2.4%ReducedHolders
Q3 202596,483$30.4M0.3%−18,811−16.3%ReducedHolders
Q2 2025115,294$33.4M0.3%−19,280−14.3%ReducedHolders
Q1 2025134,574$33.0M0.3%+4,895+3.8%AddedHolders
Q4 2024129,679$31.1M0.3%+1,112+0.9%AddedHolders
Q3 2024128,567$27.1M0.2%+2,837+2.3%AddedHolders
Q2 2024125,730$25.4M0.2%+580+0.5%AddedHolders
Q1 2024125,150$25.1M0.2%+1,761+1.4%AddedHolders
Q4 2023123,389$21.0M0.2%+1,376+1.1%AddedHolders
Q3 2023122,013$17.7M0.2%+9,188+8.1%AddedHolders
Q2 2023112,825$16.4M0.2%−1,018−0.9%ReducedHolders
Q1 2023113,843$14.8M0.2%+6,207+5.8%AddedHolders
Q4 2022107,636$14.4M0.2%+9,152+9.3%AddedHolders
Q3 202298,484$10.3M0.2%+13,876+16.4%AddedHolders
Q2 202284,608$9.53M0.1%+10,903+14.8%AddedHolders
Q1 202273,705$10.0M0.1%+8,330+12.7%AddedHolders
Q4 202165,375$10.4M0.1%+5,472+9.1%AddedHolders
Q3 202159,903$9.81M0.1%+1,540+2.6%AddedHolders
Q2 202158,363$9.08M0.1%+1,762+3.1%AddedHolders
Q1 202156,601$8.62M0.1%––Holders

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