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Livermore
Livermore
ZHEN

Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wellington Shields & Co., 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)
48,314
Value
$15.8M
% of portfolio
3.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,314$15.8M3.5%+733+1.5%AddedHolders
Q1 202647,581$14.0M3.6%+50+0.1%AddedHolders
Q4 202547,531$15.3M3.8%−1,777−3.6%ReducedHolders
Q3 202549,308$15.6M4.1%−527−1.1%ReducedHolders
Q2 202549,835$14.4M4.1%+1,611+3.3%AddedHolders
Q1 202548,224$11.8M3.7%00.0%UnchangedHolders
Q4 202448,224$11.6M3.5%−127−0.3%ReducedHolders
Q3 202448,351$10.2M3.1%+30.0%AddedHolders
Q2 202448,348$9.78M3.2%+160.0%AddedHolders
Q1 202448,332$9.68M3.2%+140.0%AddedHolders
Q4 202348,318$8.22M3.0%−382−0.8%ReducedHolders
Q3 202348,700$7.06M1.8%−296−0.6%ReducedHolders
Q2 202348,996$7.13M1.7%+917+1.9%AddedHolders
Q1 202348,079$6.27M1.4%+1,221+2.6%AddedHolders
Q4 202246,858$6.28M1.4%−982−2.1%ReducedHolders
Q3 202247,840$5.00M2.2%+30+0.1%AddedHolders
Q2 202247,810$5.38M1.3%−1,773−3.6%ReducedHolders
Q1 202249,583$6.76M2.2%+10,187+25.9%AddedHolders
Q4 202139,396$6.24M1.2%−41−0.1%ReducedHolders
Q3 202139,437$6.46M2.3%+20+0.1%AddedHolders
Q2 202139,417$6.13M2.0%−980−2.4%ReducedHolders
Q1 202140,397$6.15M2.2%––Holders

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