Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Modera Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026): 205,295
Value: $67.2M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	205,295	$67.2M	0.7%	−6,780−3.2%	Reduced	Holders
Q1 2026	212,075	$62.4M	0.7%	−3,386−1.6%	Reduced	Holders
Q4 2025	215,461	$69.4M	0.8%	−6,732−3.0%	Reduced	Holders
Q3 2025	222,193	$70.1M	0.8%	−4,312−1.9%	Reduced	Holders
Q2 2025	226,505	$65.7M	0.8%	−2,609−1.1%	Reduced	Holders
Q1 2025	229,114	$56.2M	0.8%	−4,359−1.9%	Reduced	Holders
Q4 2024	233,473	$56.0M	0.7%	−2,303−1.0%	Reduced	Holders
Q3 2024	235,776	$49.7M	0.6%	−6,468−2.7%	Reduced	Holders
Q2 2024	242,244	$49.0M	0.7%	−7,092−2.8%	Reduced	Holders
Q1 2024	249,336	$49.9M	0.8%	−6,860−2.7%	Reduced	Holders
Q4 2023	256,196	$43.6M	0.7%	−4,509−1.7%	Reduced	Holders
Q3 2023	260,705	$37.8M	0.7%	−8,792−3.3%	Reduced	Holders
Q2 2023	269,497	$39.2M	0.7%	+247,433+1,121.4%	Added	Holders
Q1 2023	22,064	$2.88M	0.1%	+570+2.7%	Added	Holders
Q4 2022	21,494	$2.88M	0.1%	+1,614+8.1%	Added	Holders
Q3 2022	19,880	$2.08M	0.1%	−1,509−7.1%	Reduced	Holders
Q2 2022	21,389	$2.41M	0.1%	+1,371+6.8%	Added	Holders
Q1 2022	20,018	$2.73M	0.1%	−19,717−49.6%	Reduced	Holders
Q4 2021	39,735	$6.29M	0.2%	+28,219+245.0%	Added	Holders
Q3 2021	11,516	$1.89M	0.1%	+449+4.1%	Added	Holders
Q2 2021	11,067	$1.72M	0.1%	+1,092+10.9%	Added	Holders
Q1 2021	9,975	$1.52M	0.1%	–	–	Holders

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