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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Diversified Trust Co, 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)
101,235
Value
$33.1M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,235$33.1M0.5%+724+0.7%AddedHolders
Q1 2026100,511$29.6M0.5%+75+0.1%AddedHolders
Q4 2025100,436$32.4M0.6%+1,224+1.2%AddedHolders
Q3 202599,212$31.3M0.6%+31,080+45.6%AddedHolders
Q2 202568,132$19.8M0.4%−7,499−9.9%ReducedHolders
Q1 202575,631$18.6M0.5%+1,000+1.3%AddedHolders
Q4 202474,631$17.9M0.4%+1,308+1.8%AddedHolders
Q3 202473,323$15.5M0.4%+1,967+2.8%AddedHolders
Q2 202471,356$14.4M0.4%+13,098+22.5%AddedHolders
Q1 202458,258$11.7M0.4%−21,613−27.1%ReducedHolders
Q4 202379,871$13.6M0.5%−4,482−5.3%ReducedHolders
Q3 202384,353$12.2M0.5%−30,903−26.8%ReducedHolders
Q2 2023115,256$16.8M0.6%+7,863+7.3%AddedHolders
Q1 2023107,393$14.0M0.5%+1,246+1.2%AddedHolders
Q4 2022106,147$14.2M0.6%+2,676+2.6%AddedHolders
Q3 2022103,471$10.8M0.5%−147−0.1%ReducedHolders
Q2 2022103,618$11.7M0.5%+3,244+3.2%AddedHolders
Q1 2022100,374$13.7M0.5%+11,010+12.3%AddedHolders
Q4 202189,364$14.2M0.5%+4,527+5.3%AddedHolders
Q3 202184,837$13.9M0.5%−1,442−1.7%ReducedHolders
Q2 202186,279$13.4M0.5%−1,137−1.3%ReducedHolders
Q1 202187,416$13.3M0.5%––Holders

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