Private Advisor Group, LLC

SEC CIK: 0001567755
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Private Advisor Group, 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): 306,392
Value: $100.3M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Private Advisor Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	306,392	$100.3M	0.5%	−59,002−16.1%	Reduced	Holders
Q1 2026	365,394	$107.5M	0.5%	−7,759−2.1%	Reduced	Holders
Q4 2025	373,153	$120.2M	0.6%	+8,066+2.2%	Added	Holders
Q3 2025	365,087	$115.2M	0.6%	−895−0.2%	Reduced	Holders
Q2 2025	365,982	$106.1M	0.6%	+14,748+4.2%	Added	Holders
Q1 2025	351,234	$86.2M	0.5%	−247,828−41.4%	Reduced	Holders
Q4 2024	599,062	$143.6M	0.8%	+266,320+80.0%	Added	Holders
Q3 2024	332,742	$70.5M	0.4%	−860.0%	Reduced	Holders
Q2 2024	332,828	$67.0M	0.4%	+550+0.2%	Added	Holders
Q1 2024	332,278	$66.6M	0.5%	−11,513−3.3%	Reduced	Holders
Q4 2023	343,791	$58.5M	0.5%	+16,584+5.1%	Added	Holders
Q3 2023	327,207	$47.4M	0.4%	−6,558−2.0%	Reduced	Holders
Q2 2023	333,765	$49.4M	0.4%	+10,829+3.4%	Added	Holders
Q1 2023	322,936	$42.1M	0.4%	+21,134+7.0%	Added	Holders
Q4 2022	301,802	$7.28M	0.4%	+856+0.3%	Added	Holders
Q3 2022	300,946	$31.4M	0.4%	−81,992−21.4%	Reduced	Holders
Q2 2022	382,938	$43.1M	0.4%	−20,092−5.0%	Reduced	Holders
Q1 2022	403,030	$54.9M	0.4%	+62,615+18.4%	Added	Holders
Q4 2021	340,415	$53.9M	0.4%	−94,335−21.7%	Reduced	Holders
Q3 2021	434,750	$71.2M	0.5%	+134,409+44.8%	Added	Holders
Q2 2021	300,341	$46.7M	0.4%	−9,628−3.1%	Reduced	Holders
Q1 2021	309,969	$47.2M	0.5%	–	–	Holders

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