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Livermore
Livermore
ZHEN

Balentine LLC

SEC CIK
0001586678
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Balentine 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)
2,565
Value
$839.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Balentine LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,565$839.6K<0.1%−22−0.9%ReducedHolders
Q1 20262,587$761.0K<0.1%−265−9.3%ReducedHolders
Q4 20252,852$919.0K<0.1%+64+2.3%AddedHolders
Q3 20252,788$879.4K<0.1%+187+7.2%AddedHolders
Q2 20252,601$754.1K<0.1%+196+8.1%AddedHolders
Q1 20252,405$589.9K<0.1%00.0%UnchangedHolders
Q4 20242,405$576.5K<0.1%−2,729−53.2%ReducedHolders
Q3 20245,134$1.08M<0.1%+2,293+80.7%AddedHolders
Q2 20242,841$574.6K<0.1%−9,632−77.2%ReducedHolders
Q1 202412,473$2.50M0.1%+662+5.6%AddedHolders
Q4 202311,811$2.01M0.1%−4,043−25.5%ReducedHolders
Q3 202315,854$2.30M0.1%−2,584−14.0%ReducedHolders
Q2 202318,438$2.68M0.1%−6,484−26.0%ReducedHolders
Q1 202324,922$3.25M0.1%−2,212−8.2%ReducedHolders
Q4 202227,134$3.64M0.1%+3,409+14.4%AddedHolders
Q3 202223,725$2.48M0.1%−9,820−29.3%ReducedHolders
Q2 202233,545$3.78M0.1%−5,646−14.4%ReducedHolders
Q1 202239,191$5.34M0.2%+14,695+60.0%AddedHolders
Q4 202124,496$3.88M0.1%+4,791+24.3%AddedHolders
Q3 202119,705$3.23M0.1%+11,461+139.0%AddedHolders
Q2 20218,244$1.28M0.1%−76−0.9%ReducedHolders
Q1 20218,320$1.27M0.1%––Holders

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