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Livermore
Livermore
ZHEN

LVZ Advisors, Inc.

SEC CIK
0001574408
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by LVZ Advisors, Inc., 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)
6,727
Value
$2.20M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by LVZ Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,727$2.20M0.2%+227+3.5%AddedHolders
Q1 20266,500$1.91M0.2%+73+1.1%AddedHolders
Q4 20256,427$2.07M0.2%−1,594−19.9%ReducedHolders
Q3 20258,021$2.53M0.3%+94+1.2%AddedHolders
Q2 20257,927$2.30M0.3%−10.0%ReducedHolders
Q1 20257,928$1.94M0.3%+121+1.5%AddedHolders
Q4 20247,807$1.87M0.2%+268+3.6%AddedHolders
Q3 20247,539$1.59M0.2%+1,350+21.8%AddedHolders
Q2 20246,189$1.25M0.2%+931+17.7%AddedHolders
Q1 20245,258$1.05M0.1%+30+0.6%AddedHolders
Q4 20235,228$889.2K0.1%00.0%UnchangedHolders
Q3 20235,228$758.1K0.1%+30+0.6%AddedHolders
Q2 20235,198$755.9K0.1%−32−0.6%ReducedHolders
Q1 20235,230$681.5K0.1%+484+10.2%AddedHolders
Q4 20224,746$636.4K0.1%+80+1.7%AddedHolders
Q3 20224,666$488.0K0.1%−9−0.2%ReducedHolders
Q2 20224,675$526.0K0.1%+129+2.8%AddedHolders
Q1 20224,546$620.0K0.1%+113+2.5%AddedHolders
Q4 20214,433$702.0K0.1%+85+2.0%AddedHolders
Q3 20214,348$712.0K0.1%00.0%UnchangedHolders
Q2 20214,348$676.0K0.1%+135+3.2%AddedHolders
Q1 20214,213$641.0K0.1%––Holders

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