BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by BKD Wealth 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): 65,662
Value: $21.5M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,662	$21.5M	0.4%	+250.0%	Added	Holders
Q1 2026	65,637	$19.3M	0.4%	−832−1.3%	Reduced	Holders
Q4 2025	66,469	$21.4M	0.4%	+702+1.1%	Added	Holders
Q3 2025	65,767	$20.7M	0.4%	−520−0.8%	Reduced	Holders
Q2 2025	66,287	$19.2M	0.4%	+313+0.5%	Added	Holders
Q1 2025	65,974	$16.2M	0.4%	+3,145+5.0%	Added	Holders
Q4 2024	62,829	$15.1M	0.3%	−1,380−2.1%	Reduced	Holders
Q3 2024	64,209	$13.5M	0.3%	−3,496−5.2%	Reduced	Holders
Q2 2024	67,705	$13.7M	0.3%	−20.0%	Reduced	Holders
Q1 2024	67,707	$13.6M	0.3%	+5,111+8.2%	Added	Holders
Q4 2023	62,596	$10.6M	0.3%	−1,817−2.8%	Reduced	Holders
Q3 2023	64,413	$9.34M	0.3%	−19,345−23.1%	Reduced	Holders
Q2 2023	83,758	$12.2M	0.4%	+19,819+31.0%	Added	Holders
Q1 2023	63,939	$8.33M	0.3%	+630+1.0%	Added	Holders
Q4 2022	63,309	$8.49M	0.3%	+1,389+2.2%	Added	Holders
Q3 2022	61,920	$6.47M	0.3%	+2,949+5.0%	Added	Holders
Q2 2022	58,971	$6.64M	0.3%	+8,329+16.4%	Added	Holders
Q1 2022	50,642	$6.90M	0.3%	+4,522+9.8%	Added	Holders
Q4 2021	46,120	$7.30M	0.3%	+939+2.1%	Added	Holders
Q3 2021	45,181	$7.40M	0.3%	+5,163+12.9%	Added	Holders
Q2 2021	40,018	$6.22M	0.3%	−2,325−5.5%	Reduced	Holders
Q1 2021	42,343	$6.45M	0.3%	–	–	Holders

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