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JMG Financial Group, Ltd.

SEC CIK
0001314404
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by JMG Financial Group, Ltd., 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)
674
Value
$220.7K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of JPM by JMG Financial Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026674$220.7K<0.1%+674NewHolders
Q3 20250$00.0%−1,341−100.0%Sold outHolders
Q2 20251,341$388.8K<0.1%+1,341NewHolders
Q3 20240$00.0%−2,015−100.0%Sold outHolders
Q2 20242,015$407.6K<0.1%00.0%UnchangedHolders
Q1 20242,015$403.6K<0.1%−300−13.0%ReducedHolders
Q4 20232,315$393.8K<0.1%+530+29.7%AddedHolders
Q3 20231,785$258.9K<0.1%+335+23.1%AddedHolders
Q2 20231,450$211.0K<0.1%−172−10.6%ReducedHolders
Q1 20231,622$211.0K<0.1%−66−3.9%ReducedHolders
Q4 20221,688$226.0K<0.1%+1,688NewHolders
Q2 20210$00.0%−1,833−100.0%Sold outHolders
Q1 20211,833$279.0K<0.1%––Holders

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