Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Waldron Private Wealth 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): 21,060
Value: $6.89M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,060	$6.89M	0.2%	−360−1.7%	Reduced	Holders
Q1 2026	21,420	$6.30M	0.2%	+759+3.7%	Added	Holders
Q4 2025	20,661	$6.66M	0.3%	−2,468−10.7%	Reduced	Holders
Q3 2025	23,129	$7.30M	0.3%	+333+1.5%	Added	Holders
Q2 2025	22,796	$6.61M	0.3%	−692−2.9%	Reduced	Holders
Q1 2025	23,488	$5.76M	0.3%	−24,344−50.9%	Reduced	Holders
Q4 2024	47,832	$11.5M	0.5%	+1,723+3.7%	Added	Holders
Q3 2024	46,109	$9.72M	0.4%	+1,330+3.0%	Added	Holders
Q2 2024	44,779	$9.06M	0.4%	+319+0.7%	Added	Holders
Q1 2024	44,460	$8.91M	0.4%	+2,231+5.3%	Added	Holders
Q4 2023	42,229	$7.18M	0.3%	+207+0.5%	Added	Holders
Q3 2023	42,022	$6.09M	0.3%	+1,302+3.2%	Added	Holders
Q2 2023	40,720	$5.92M	0.3%	−1,760−4.1%	Reduced	Holders
Q1 2023	42,480	$5.54M	0.3%	+152+0.4%	Added	Holders
Q4 2022	42,328	$4.42M	0.3%	00.0%	Unchanged	Holders
Q3 2022	42,328	$4.42M	0.3%	+1,922+4.8%	Added	Holders
Q2 2022	40,406	$4.55M	0.3%	+1,314+3.4%	Added	Holders
Q1 2022	39,092	$5.33M	0.3%	+671+1.7%	Added	Holders
Q4 2021	38,421	$6.08M	0.3%	+596+1.6%	Added	Holders
Q3 2021	37,825	$6.19M	0.4%	−14,891−28.2%	Reduced	Holders
Q2 2021	52,716	$8.20M	0.5%	+20,849+65.4%	Added	Holders
Q1 2021	31,867	$4.85M	0.3%	–	–	Holders

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