Richard Bernstein Advisors LLC

SEC CIK: 0001528214
Latest filing: Apr 22, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Richard Bernstein Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q1 2026 holdings

Shares (Q1 2026): 17,934
Value: $5.28M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of JPM by Richard Bernstein Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	17,934	$5.28M	0.2%	−2,272−11.2%	Reduced	Holders
Q4 2025	20,206	$6.51M	0.2%	−2,226−9.9%	Reduced	Holders
Q3 2025	22,432	$7.08M	0.2%	−24,669−52.4%	Reduced	Holders
Q2 2025	47,101	$13.7M	0.3%	−9,423−16.7%	Reduced	Holders
Q1 2025	56,524	$13.9M	0.3%	+29,529+109.4%	Added	Holders
Q4 2024	26,995	$6.47M	0.1%	00.0%	Unchanged	Holders
Q3 2024	26,995	$5.69M	0.1%	−1,809−6.3%	Reduced	Holders
Q2 2024	28,804	$5.83M	0.1%	00.0%	Unchanged	Holders
Q1 2024	28,804	$5.77M	0.1%	00.0%	Unchanged	Holders
Q4 2023	28,804	$4.90M	0.1%	+18+0.1%	Added	Holders
Q3 2023	28,786	$4.17M	0.1%	00.0%	Unchanged	Holders
Q2 2023	28,786	$4.19M	0.1%	−48,994−63.0%	Reduced	Holders
Q1 2023	77,780	$10.1M	0.2%	00.0%	Unchanged	Holders
Q4 2022	77,780	$10.4M	0.2%	00.0%	Unchanged	Holders
Q3 2022	77,780	$8.13M	0.2%	−6,719−8.0%	Reduced	Holders
Q2 2022	84,499	$9.52M	0.2%	+330.0%	Added	Holders
Q1 2022	84,466	$11.5M	0.2%	00.0%	Unchanged	Holders
Q4 2021	84,466	$13.4M	0.3%	−11,689−12.2%	Reduced	Holders
Q3 2021	96,155	$15.7M	0.3%	+5,427+6.0%	Added	Holders
Q2 2021	90,728	$14.1M	0.3%	00.0%	Unchanged	Holders
Q1 2021	90,728	$13.8M	0.3%	–	–	Holders

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