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Aldebaran Financial Inc.

SEC CIK
0001353110
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Aldebaran Financial Inc., 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)
12,351
Value
$4.04M
% of portfolio
3.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Aldebaran Financial Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,351$4.04M3.3%+367+3.1%AddedHolders
Q1 202611,984$3.53M3.3%+154+1.3%AddedHolders
Q4 202511,830$3.83M3.5%+202+1.7%AddedHolders
Q3 202511,628$3.67M3.7%+131+1.1%AddedHolders
Q2 202511,497$3.33M3.7%+320+2.9%AddedHolders
Q1 202511,177$2.74M3.4%+70+0.6%AddedHolders
Q4 202411,107$2.66M3.1%+86+0.8%AddedHolders
Q3 202411,021$2.32M2.7%+343+3.2%AddedHolders
Q2 202410,678$2.16M3.0%+603+6.0%AddedHolders
Q1 202410,075$2.02M3.0%−160−1.6%ReducedHolders
Q4 202310,235$1.74M2.7%−286−2.7%ReducedHolders
Q3 202310,521$1.53M2.5%−396−3.6%ReducedHolders
Q2 202310,917$1.59M2.3%−1,591−12.7%ReducedHolders
Q1 202312,508$1.63M2.2%−4,800−27.7%ReducedHolders
Q4 202217,308$2.32M2.6%−15−0.1%ReducedHolders
Q3 202217,323$1.83M2.1%−302−1.7%ReducedHolders
Q2 202217,625$1.97M2.2%−2,953−14.4%ReducedHolders
Q1 202220,578$2.81M2.3%+1,324+6.9%AddedHolders
Q4 202119,254$3.05M2.4%+559+3.0%AddedHolders
Q3 202118,695$3.06M2.6%+663+3.7%AddedHolders
Q2 202118,032$2.82M2.5%+274+1.5%AddedHolders
Q1 202117,758$2.70M2.5%––Holders

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