Phillips Financial Management, LLC

SEC CIK: 0001350660
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Phillips Financial Management, 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): 30,532
Value: $9.99M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Phillips Financial Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,532	$9.99M	0.7%	+192+0.6%	Added	Holders
Q1 2026	30,340	$8.92M	0.6%	+27+0.1%	Added	Holders
Q4 2025	30,313	$9.77M	0.6%	+119+0.4%	Added	Holders
Q3 2025	30,194	$9.52M	0.6%	+1,273+4.4%	Added	Holders
Q2 2025	28,921	$8.35M	0.6%	+12,776+79.1%	Added	Holders
Q1 2025	16,145	$3.96M	0.3%	+45+0.3%	Added	Holders
Q4 2024	16,100	$3.86M	0.3%	+188+1.2%	Added	Holders
Q3 2024	15,912	$3.36M	0.3%	+50+0.3%	Added	Holders
Q2 2024	15,862	$3.21M	0.3%	+323+2.1%	Added	Holders
Q1 2024	15,539	$3.11M	0.3%	+238+1.6%	Added	Holders
Q4 2023	15,301	$2.60M	0.2%	−115−0.7%	Reduced	Holders
Q3 2023	15,416	$2.24M	0.2%	−153−1.0%	Reduced	Holders
Q2 2023	15,569	$2.26M	0.2%	+108+0.7%	Added	Holders
Q1 2023	15,461	$2.01M	0.2%	+60+0.4%	Added	Holders
Q4 2022	15,401	$2.07M	0.2%	+179+1.2%	Added	Holders
Q3 2022	15,222	$1.59M	0.2%	+659+4.5%	Added	Holders
Q2 2022	14,563	$1.64M	0.2%	+233+1.6%	Added	Holders
Q1 2022	14,330	$1.95M	0.2%	−30.0%	Reduced	Holders
Q4 2021	14,333	$2.27M	0.2%	+30.0%	Added	Holders
Q3 2021	14,330	$2.35M	0.2%	+11+0.1%	Added	Holders
Q2 2021	14,319	$2.23M	0.2%	+961+7.2%	Added	Holders
Q1 2021	13,358	$2.03M	0.2%	–	–	Holders

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