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Livermore
Livermore
ZHEN

Advisory Alpha, LLC

SEC CIK
0001576762
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Advisory Alpha, LLC, 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)
20,476
Value
$6.70M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Advisory Alpha, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,476$6.70M0.2%+6,910+50.9%AddedHolders
Q1 202613,566$3.99M0.1%+161+1.2%AddedHolders
Q4 202513,405$4.32M0.1%+602+4.7%AddedHolders
Q3 202512,803$3.94M0.1%−241−1.8%ReducedHolders
Q2 202513,044$3.78M0.1%+236+1.8%AddedHolders
Q1 202512,808$3.14M0.1%+922+7.8%AddedHolders
Q4 202411,886$2.85M0.1%+40.0%AddedHolders
Q3 202411,882$2.51M0.1%+730+6.5%AddedHolders
Q2 202411,152$2.26M0.1%+1,112+11.1%AddedHolders
Q1 202410,040$2.01M0.1%+367+3.8%AddedHolders
Q4 20239,673$1.65M0.1%+2,728+39.3%AddedHolders
Q3 20236,945$1.01M0.1%+996+16.7%AddedHolders
Q2 20235,949$865.4K<0.1%+2,687+82.4%AddedHolders
Q1 20233,262$425.1K<0.1%+501+18.1%AddedHolders
Q4 20222,761$370.3K<0.1%−55−2.0%ReducedHolders
Q3 20222,816$294.0K<0.1%−1,314−31.8%ReducedHolders
Q2 20224,130$465.0K<0.1%−284−6.4%ReducedHolders
Q1 20224,414$602.0K<0.1%−286−6.1%ReducedHolders
Q4 20214,700$744.0K<0.1%+1,495+46.6%AddedHolders
Q3 20213,205$525.0K<0.1%+588+22.5%AddedHolders
Q2 20212,617$407.0K<0.1%+214+8.9%AddedHolders
Q1 20212,403$366.0K<0.1%––Holders

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