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Welch Group, LLC

SEC CIK
0001443095
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Welch Group, 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)
276,835
Value
$90.6M
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Welch Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026276,835$90.6M3.1%−169−0.1%ReducedHolders
Q1 2026277,004$81.5M3.1%−4,035−1.4%ReducedHolders
Q4 2025281,039$90.6M3.5%−4,133−1.4%ReducedHolders
Q3 2025285,172$90.0M3.5%−361−0.1%ReducedHolders
Q2 2025285,533$82.8M3.5%+1,386+0.5%AddedHolders
Q1 2025284,147$69.0M3.0%−16,924−5.6%ReducedHolders
Q4 2024301,071$72.1M3.2%−4,866−1.6%ReducedHolders
Q3 2024305,937$64.5M2.8%−3,126−1.0%ReducedHolders
Q2 2024309,063$62.5M3.0%−5,974−1.9%ReducedHolders
Q1 2024315,037$63.1M3.1%−13,429−4.1%ReducedHolders
Q4 2023328,466$55.9M3.0%+701+0.2%AddedHolders
Q3 2023327,765$47.5M2.8%−2,421−0.7%ReducedHolders
Q2 2023330,186$48.0M2.8%+5,894+1.8%AddedHolders
Q1 2023324,292$42.3M2.5%+14,707+4.8%AddedHolders
Q4 2022309,585$41.5M2.4%+8,467+2.8%AddedHolders
Q3 2022301,118$31.5M2.0%+24,028+8.7%AddedHolders
Q2 2022277,090$31.2M1.9%+44,406+19.1%AddedHolders
Q1 2022232,684$31.7M1.8%+188,102+421.9%AddedHolders
Q4 202144,582$7.06M0.4%+1,671+3.9%AddedHolders
Q3 202142,911$7.02M0.5%+3,540+9.0%AddedHolders
Q2 202139,371$6.12M0.4%+1,710+4.5%AddedHolders
Q1 202137,661$5.73M0.4%––Holders

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