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Livermore
Livermore
ZHEN

Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Spears Abacus 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)
205,233
Value
$67.2M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Spears Abacus Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026205,233$67.2M1.2%−3,987−1.9%ReducedHolders
Q1 2026209,220$61.5M1.2%−8,733−4.0%ReducedHolders
Q4 2025217,953$70.2M1.3%−20,931−8.8%ReducedHolders
Q3 2025238,884$75.4M1.4%−7,350−3.0%ReducedHolders
Q2 2025246,234$71.4M1.4%−8,877−3.5%ReducedHolders
Q1 2025255,111$62.6M1.3%+5,266+2.1%AddedHolders
Q4 2024249,845$59.9M1.2%−34,344−12.1%ReducedHolders
Q3 2024284,189$59.9M1.2%−1,945−0.7%ReducedHolders
Q2 2024286,134$57.9M1.2%−2,133−0.7%ReducedHolders
Q1 2024288,267$57.7M1.2%+74,305+34.7%AddedHolders
Q4 2023213,962$36.4M2.9%−5,846−2.7%ReducedHolders
Q3 2023219,808$31.9M2.7%−978−0.4%ReducedHolders
Q2 2023220,786$32.1M2.6%+954+0.4%AddedHolders
Q1 2023219,832$28.6M2.6%+904+0.4%AddedHolders
Q4 2022218,928$29.4M2.8%−33,497−13.3%ReducedHolders
Q3 2022252,425$26.4M2.6%−1,035−0.4%ReducedHolders
Q2 2022253,460$28.5M2.6%+12,732+5.3%AddedHolders
Q1 2022240,728$32.8M2.4%+3,448+1.5%AddedHolders
Q4 2021237,280$37.6M2.5%+923+0.4%AddedHolders
Q3 2021236,357$38.7M2.8%+1,772+0.8%AddedHolders
Q2 2021234,585$36.5M2.6%−4,239−1.8%ReducedHolders
Q1 2021238,824$36.4M2.8%––Holders

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