Skip to main content
Livermore
Livermore
ZHEN

WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by WestEnd Advisors, LLC, 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)
121,431
Value
$39.7M
% of portfolio
0.9%
Quarters held
21
Since Q1 2021
Holdings of JPM by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,431$39.7M0.9%−14,869−10.9%ReducedHolders
Q1 2026136,300$40.1M1.0%−25,257−15.6%ReducedHolders
Q4 2025161,557$52.1M1.2%−5,900−3.5%ReducedHolders
Q3 2025167,457$52.8M1.2%−2,035−1.2%ReducedHolders
Q2 2025169,492$49.1M1.2%−23,146−12.0%ReducedHolders
Q1 2025192,638$47.3M1.3%−10,229−5.0%ReducedHolders
Q4 2024202,867$48.6M1.2%+2,068+1.0%AddedHolders
Q3 2024200,799$42.3M1.0%+200,728+282,715.5%AddedHolders
Q2 202471$14.4K<0.1%+4+6.0%AddedHolders
Q1 202467$13.5K<0.1%+11+19.6%AddedHolders
Q4 202356$9.55K<0.1%−17−23.3%ReducedHolders
Q3 202373$10.6K<0.1%+73NewHolders
Q2 20230$00.0%–Sold outHolders
Q1 2023–$15.2K<0.1%––Holders
Q4 20221,194$160.1K<0.1%−11−0.9%ReducedHolders
Q3 20221,205$126.0K<0.1%−311,571−99.6%ReducedHolders
Q2 2022312,776$35.2M1.1%––Holders
Q1 2022–$43.4M1.2%––Holders
Q4 2021273,365$43.3M1.2%––Holders
Q3 2021–$44.3M1.3%––Holders
Q2 2021–$41.7M1.3%––Holders
Q1 2021288,304$43.9M1.8%––Holders

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