Johnson Financial Group, Inc.

SEC CIK: 0001477024
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Johnson Financial Group, Inc., 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): 34,083
Value: $11.2M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Johnson Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,083	$11.2M	0.4%	−1,447−4.1%	Reduced	Holders
Q1 2026	35,530	$10.5M	0.4%	−1,045−2.9%	Reduced	Holders
Q4 2025	36,575	$11.8M	0.4%	−17,379−32.2%	Reduced	Holders
Q3 2025	53,954	$17.0M	0.6%	−5,290−8.9%	Reduced	Holders
Q2 2025	59,244	$17.2M	0.8%	+3,476+6.2%	Added	Holders
Q1 2025	55,768	$13.7M	0.7%	−2,983−5.1%	Reduced	Holders
Q4 2024	58,751	$15.7M	0.7%	−5,151−8.1%	Reduced	Holders
Q3 2024	63,902	$13.5M	0.6%	+2,867+4.7%	Added	Holders
Q2 2024	61,035	$12.3M	0.6%	+27,335+81.1%	Added	Holders
Q1 2024	33,700	$6.75M	0.4%	−586−1.7%	Reduced	Holders
Q4 2023	34,286	$5.83M	0.3%	−584−1.7%	Reduced	Holders
Q3 2023	34,870	$5.06M	0.4%	−849−2.4%	Reduced	Holders
Q2 2023	35,719	$5.19M	0.4%	+3,564+11.1%	Added	Holders
Q1 2023	32,155	$4.19M	0.3%	+2,115+7.0%	Added	Holders
Q4 2022	30,040	$4.03M	0.3%	−120−0.4%	Reduced	Holders
Q3 2022	30,160	$3.56M	0.3%	−11,148−27.0%	Reduced	Holders
Q2 2022	41,308	$4.65M	0.3%	+320+0.8%	Added	Holders
Q1 2022	40,988	$5.59M	0.4%	+2,395+6.2%	Added	Holders
Q4 2021	38,593	$6.11M	0.4%	+837+2.2%	Added	Holders
Q3 2021	37,756	$6.18M	0.4%	+4,458+13.4%	Added	Holders
Q2 2021	33,298	$5.18M	0.3%	+1,285+4.0%	Added	Holders
Q1 2021	32,013	$4.87M	0.3%	–	–	Holders

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