TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by TD Private Client Wealth 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): 70,249
Value: $23.0M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70,249	$23.0M	0.4%	−4,245−5.7%	Reduced	Holders
Q1 2026	74,494	$21.9M	0.5%	−9,015−10.8%	Reduced	Holders
Q4 2025	83,509	$26.9M	0.6%	−1,497−1.8%	Reduced	Holders
Q3 2025	85,006	$26.8M	0.6%	−12,079−12.4%	Reduced	Holders
Q2 2025	97,085	$28.1M	0.7%	+1,613+1.7%	Added	Holders
Q1 2025	95,472	$23.4M	0.6%	+1,085+1.1%	Added	Holders
Q4 2024	94,387	$22.6M	0.6%	−208−0.2%	Reduced	Holders
Q3 2024	94,595	$19.9M	0.6%	+1,887+2.0%	Added	Holders
Q2 2024	92,708	$18.8M	0.6%	−1,267−1.3%	Reduced	Holders
Q1 2024	93,975	$18.8M	0.6%	+182+0.2%	Added	Holders
Q4 2023	93,793	$16.0M	0.6%	+5,304+6.0%	Added	Holders
Q3 2023	88,489	$12.8M	0.6%	−11,082−11.1%	Reduced	Holders
Q2 2023	99,571	$14.5M	0.6%	−2,560−2.5%	Reduced	Holders
Q1 2023	102,131	$13.3M	0.6%	−16,727−14.1%	Reduced	Holders
Q4 2022	118,858	$15.9M	0.8%	+1,791+1.5%	Added	Holders
Q3 2022	117,067	$12.2M	0.6%	+25,139+27.3%	Added	Holders
Q2 2022	91,928	$10.4M	0.5%	+3,734+4.2%	Added	Holders
Q1 2022	88,194	$12.0M	0.5%	−2,212−2.4%	Reduced	Holders
Q4 2021	90,406	$14.3M	0.6%	−2,906−3.1%	Reduced	Holders
Q3 2021	93,312	$15.3M	0.7%	+1,052+1.1%	Added	Holders
Q2 2021	92,260	$14.4M	0.6%	−1,223−1.3%	Reduced	Holders
Q1 2021	93,483	$14.2M	0.7%	–	–	Holders

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