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Livermore
Livermore
ZHEN

Thomas Story & Son LLC

SEC CIK
0001505207
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Thomas Story & Son 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)
4,290
Value
$1.40M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Thomas Story & Son LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,290$1.40M0.5%−39−0.9%ReducedHolders
Q1 20264,329$1.27M0.5%−11−0.3%ReducedHolders
Q4 20254,340$1.40M0.5%−72−1.6%ReducedHolders
Q3 20254,412$1.39M0.5%+472+12.0%AddedHolders
Q2 20253,940$1.14M0.4%00.0%UnchangedHolders
Q1 20253,940$966.5K0.4%00.0%UnchangedHolders
Q4 20243,940$944.0K0.4%00.0%UnchangedHolders
Q3 20243,940$831.0K0.3%00.0%UnchangedHolders
Q2 20243,940$797.0K0.3%00.0%UnchangedHolders
Q1 20243,940$789.0K0.3%00.0%UnchangedHolders
Q4 20233,940$670.0K0.3%00.0%UnchangedHolders
Q3 20233,940$571.0K0.3%+58+1.5%AddedHolders
Q2 20233,882$565.0K0.3%−83−2.1%ReducedHolders
Q1 20233,965$517.0K0.3%00.0%UnchangedHolders
Q4 20223,965$532.0K0.3%+41+1.0%AddedHolders
Q3 20223,924$410.0K0.2%00.0%UnchangedHolders
Q2 20223,924$442.0K0.2%00.0%UnchangedHolders
Q1 20223,924$535.0K0.2%00.0%UnchangedHolders
Q4 20213,924$621.0K0.2%00.0%UnchangedHolders
Q3 20213,924$642.0K0.3%00.0%UnchangedHolders
Q2 20213,924$610.0K0.2%00.0%UnchangedHolders
Q1 20213,924$597.0K0.2%––Holders

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