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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Clean Yield 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)
2,347
Value
$768.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Clean Yield Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,347$768.2K0.2%+139+6.3%AddedHolders
Q1 20262,208$649.5K0.2%00.0%UnchangedHolders
Q4 20252,208$711.5K0.2%+148+7.2%AddedHolders
Q3 20252,060$649.8K0.2%+106+5.4%AddedHolders
Q2 20251,954$566.5K0.2%00.0%UnchangedHolders
Q1 20251,954$479.3K0.2%00.0%UnchangedHolders
Q4 20241,954$468.4K0.1%+236+13.7%AddedHolders
Q3 20241,718$362.3K0.1%−55−3.1%ReducedHolders
Q2 20241,773$358.6K0.1%+55+3.2%AddedHolders
Q1 20241,718$344.1K0.1%−360−17.3%ReducedHolders
Q4 20232,078$353.5K0.1%00.0%UnchangedHolders
Q3 20232,078$303.7K0.1%−147−6.6%ReducedHolders
Q2 20232,225$323.6K0.1%00.0%UnchangedHolders
Q1 20232,225$289.9K0.1%−136−5.8%ReducedHolders
Q4 20222,361$316.6K0.1%+644+37.5%AddedHolders
Q3 20221,717$179.0K0.1%00.0%UnchangedHolders
Q2 20221,717$193.0K0.1%+278+19.3%AddedHolders
Q1 20221,439$196.0K0.1%−1,063−42.5%ReducedHolders
Q4 20212,502$396.0K0.1%+619+32.9%AddedHolders
Q3 20211,883$308.0K0.1%+131+7.5%AddedHolders
Q2 20211,752$272.0K0.1%+35+2.0%AddedHolders
Q1 20211,717$261.0K0.1%––Holders

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