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Livermore
Livermore
ZHEN

Retirement Planning Group

SEC CIK
0001508195
Latest filing
Aug 5, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Retirement Planning Group, 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)
10,597
Value
$3.47M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Retirement Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,597$3.47M0.1%+534+5.3%AddedHolders
Q1 202610,063$2.96M0.1%−2,841−22.0%ReducedHolders
Q4 202512,904$4.16M0.1%+170+1.3%AddedHolders
Q3 202512,734$4.02M0.1%+5,071+66.2%AddedHolders
Q2 20257,663$2.22M0.1%+606+8.6%AddedHolders
Q1 20257,057$1.73M0.1%−131−1.8%ReducedHolders
Q4 20247,188$1.72M0.1%+344+5.0%AddedHolders
Q3 20246,844$1.44M0.1%+1,242+22.2%AddedHolders
Q2 20245,602$1.13M0.1%00.0%UnchangedHolders
Q1 20245,602$1.12M0.1%+191+3.5%AddedHolders
Q4 20235,411$920.6K0.1%−42−0.8%ReducedHolders
Q3 20235,453$790.8K0.1%+117+2.2%AddedHolders
Q2 20235,336$776.1K0.1%+218+4.3%AddedHolders
Q1 20235,118$667.0K0.1%+124+2.5%AddedHolders
Q4 20224,994$669.8K0.1%+26+0.5%AddedHolders
Q3 20224,968$519.0K0.1%+3,089+164.4%AddedHolders
Q2 20221,879$212.0K<0.1%+141+8.1%AddedHolders
Q1 20221,738$237.0K<0.1%+36+2.1%AddedHolders
Q4 20211,702$270.0K<0.1%+316+22.8%AddedHolders
Q3 20211,386$227.0K<0.1%+25+1.8%AddedHolders
Q2 20211,361$212.0K<0.1%−26−1.9%ReducedHolders
Q1 20211,387$211.0K<0.1%––Holders

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