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Livermore
Livermore
ZHEN

WESPAC Advisors, LLC

SEC CIK
0001484540
Latest filing
Aug 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by WESPAC 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 Q2 2026 holdings

Shares (Q2 2026)
1,389
Value
$454.7K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of JPM by WESPAC Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,389$454.7K0.2%00.0%UnchangedHolders
Q1 20261,389$408.6K0.2%−495−26.3%ReducedHolders
Q4 20251,884$607.2K0.3%−122−6.1%ReducedHolders
Q3 20252,006$632.6K0.4%−354−15.0%ReducedHolders
Q2 20252,360$684.3K0.5%+10.0%AddedHolders
Q1 20252,359$578.6K0.5%−4,324−64.7%ReducedHolders
Q4 20246,683$1.60M1.2%+4,993+295.4%AddedHolders
Q3 20241,690$356.3K0.3%+2+0.1%AddedHolders
Q2 20241,688$341.4K0.3%−57−3.3%ReducedHolders
Q1 20241,745$349.5K0.2%−158−8.3%ReducedHolders
Q4 20231,903$323.7K0.2%−45−2.3%ReducedHolders
Q3 20231,948$282.5K0.2%00.0%UnchangedHolders
Q2 20231,948$283.3K0.2%−290−13.0%ReducedHolders
Q1 20232,238$291.6K0.3%−6,890−75.5%ReducedHolders
Q4 20229,128$1.22M2.1%+84+0.9%AddedHolders
Q3 20229,044$945.0K1.3%+9,044NewHolders
Q2 20220$00.0%−1,689−100.0%Sold outHolders
Q1 20221,689$230.0K0.2%−15,084−89.9%ReducedHolders
Q4 202116,773$2.66M1.8%−2,629−13.6%ReducedHolders
Q3 202119,402$3.18M2.0%+11,894+158.4%AddedHolders
Q2 20217,508$1.17M2.2%−11,150−59.8%ReducedHolders
Q1 202118,658$2.84M2.1%––Holders

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