Douglass Winthrop Advisors, LLC

SEC CIK: 0001308527
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Douglass Winthrop Advisors, LLC, 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): 72,324
Value: $23.7M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Douglass Winthrop Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,324	$23.7M	0.4%	+1,849+2.6%	Added	Holders
Q1 2026	70,475	$20.7M	0.4%	+112+0.2%	Added	Holders
Q4 2025	70,363	$22.7M	0.4%	+4,172+6.3%	Added	Holders
Q3 2025	66,191	$20.9M	0.4%	+11,312+20.6%	Added	Holders
Q2 2025	54,879	$15.9M	0.3%	+1,130+2.1%	Added	Holders
Q1 2025	53,749	$13.2M	0.3%	+69+0.1%	Added	Holders
Q4 2024	53,680	$12.9M	0.3%	−270−0.5%	Reduced	Holders
Q3 2024	53,950	$11.4M	0.2%	+4,348+8.8%	Added	Holders
Q2 2024	49,602	$10.0M	0.2%	+1,759+3.7%	Added	Holders
Q1 2024	47,843	$9.58M	0.2%	+4,503+10.4%	Added	Holders
Q4 2023	43,340	$7.37M	0.2%	+3,231+8.1%	Added	Holders
Q3 2023	40,109	$5.82M	0.1%	−9,283−18.8%	Reduced	Holders
Q2 2023	49,392	$7.18M	0.2%	−8,209−14.3%	Reduced	Holders
Q1 2023	57,601	$7.51M	0.2%	−1,390−2.4%	Reduced	Holders
Q4 2022	58,991	$7.91M	0.2%	−3,794−6.0%	Reduced	Holders
Q3 2022	62,785	$6.56M	0.2%	−722,489−92.0%	Reduced	Holders
Q2 2022	785,274	$88.4M	2.5%	−11,467−1.4%	Reduced	Holders
Q1 2022	796,741	$108.6M	2.6%	−1,096−0.1%	Reduced	Holders
Q4 2021	797,837	$126.3M	2.8%	−16,604−2.0%	Reduced	Holders
Q3 2021	814,441	$133.3M	3.3%	−11,813−1.4%	Reduced	Holders
Q2 2021	826,254	$128.5M	3.2%	−35,456−4.1%	Reduced	Holders
Q1 2021	861,710	$131.2M	3.5%	–	–	Holders

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