Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Avidian Wealth Solutions, 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): 41,212
Value: $13.5M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,212	$13.5M	0.4%	+754+1.9%	Added	Holders
Q1 2026	40,458	$11.9M	0.4%	+19,767+95.5%	Added	Holders
Q4 2025	20,691	$6.67M	0.2%	−254−1.2%	Reduced	Holders
Q3 2025	20,945	$6.61M	0.2%	+1,119+5.6%	Added	Holders
Q2 2025	19,826	$5.75M	0.2%	−147−0.7%	Reduced	Holders
Q1 2025	19,973	$4.90M	0.2%	+54+0.3%	Added	Holders
Q4 2024	19,919	$4.77M	0.2%	+228+1.2%	Added	Holders
Q3 2024	19,691	$4.15M	0.2%	−33−0.2%	Reduced	Holders
Q2 2024	19,724	$3.99M	0.2%	+2,640+15.5%	Added	Holders
Q1 2024	17,084	$3.42M	0.2%	+4,909+40.3%	Added	Holders
Q4 2023	12,175	$2.07M	0.1%	−346−2.8%	Reduced	Holders
Q3 2023	12,521	$1.82M	0.1%	−15−0.1%	Reduced	Holders
Q2 2023	12,536	$1.82M	0.1%	−17,719−58.6%	Reduced	Holders
Q1 2023	30,255	$3.94M	0.2%	+1,843+6.5%	Added	Holders
Q4 2022	28,412	$3.81M	0.2%	+7,594+36.5%	Added	Holders
Q3 2022	20,818	$2.17M	0.2%	−1,415−6.4%	Reduced	Holders
Q2 2022	22,233	$2.50M	0.2%	−2,848−11.4%	Reduced	Holders
Q1 2022	25,081	$3.42M	0.2%	−2,845−10.2%	Reduced	Holders
Q4 2021	27,926	$4.42M	0.3%	+4,837+20.9%	Added	Holders
Q3 2021	23,089	$3.78M	0.3%	+1,856+8.7%	Added	Holders
Q2 2021	21,233	$3.30M	0.3%	−16−0.1%	Reduced	Holders
Q1 2021	21,249	$3.23M	0.3%	–	–	Holders

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