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Telemus Capital, LLC

SEC CIK
0001590491
Latest filing
Feb 1, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by Telemus Capital, 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 Q4 2023 holdings

Shares (Q4 2023)
90,484
Value
$15.4M
% of portfolio
1.3%
Quarters held
12
Since Q1 2021
Holdings of JPM by Telemus Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202390,484$15.4M1.3%+240.0%AddedHolders
Q3 202390,460$13.1M1.2%−5,568−5.8%ReducedHolders
Q2 202396,028$14.0M1.2%−734−0.8%ReducedHolders
Q1 202396,762$12.6M1.1%−98−0.1%ReducedHolders
Q4 202296,860$13.4M1.2%−1,492−1.5%ReducedHolders
Q3 202298,352$10.3M1.1%+2,599+2.7%AddedHolders
Q2 202295,753$10.8M1.0%−1,855−1.9%ReducedHolders
Q1 202297,608$13.3M1.2%+5,280+5.7%AddedHolders
Q4 202192,328$14.6M1.2%−110.0%ReducedHolders
Q3 202192,339$15.1M1.3%+145+0.2%AddedHolders
Q2 202192,194$14.3M1.0%−3,764−3.9%ReducedHolders
Q1 202195,958$14.7M1.0%––Holders

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