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Tiedemann Advisors, LLC

SEC CIK
0001483232
Latest filing
Nov 14, 2023

JPM holding history

JPMorgan Chase & Co in every 13F filed by Tiedemann 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 Q3 2023 holdings

Shares (Q3 2023)
31,423
Value
$4.56M
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of JPM by Tiedemann Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202331,423$4.56M0.2%+7,983+34.1%AddedHolders
Q2 202323,440$3.41M0.1%+238+1.0%AddedHolders
Q1 202323,202$3.02M0.1%+796+3.6%AddedHolders
Q4 202222,406$3.00M0.1%00.0%UnchangedHolders
Q3 202222,406$2.34M0.1%−637−2.8%ReducedHolders
Q2 202223,043$2.60M0.2%−3,374−12.8%ReducedHolders
Q1 202226,417$3.60M0.2%+380+1.5%AddedHolders
Q4 202126,037$4.12M0.2%−10.0%ReducedHolders
Q3 202126,038$4.26M0.2%−5,704−18.0%ReducedHolders
Q2 202131,742$4.94M0.2%−334−1.0%ReducedHolders
Q1 202132,076$4.88M0.2%––Holders

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