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Livermore
Livermore
ZHEN

Stonebridge Capital Advisors LLC

SEC CIK
0001600035
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Stonebridge Capital Advisors 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)
113,983
Value
$37.3M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Stonebridge Capital Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,983$37.3M2.4%−2,230−1.9%ReducedHolders
Q1 2026116,213$34.2M2.4%−1,044−0.9%ReducedHolders
Q4 2025117,257$37.8M2.6%−2,143−1.8%ReducedHolders
Q3 2025119,400$37.7M2.7%−1,158−1.0%ReducedHolders
Q2 2025120,558$35.0M2.7%−8,855−6.8%ReducedHolders
Q1 2025129,413$31.7M2.6%−25,854−16.7%ReducedHolders
Q4 2024155,267$37.2M3.0%−2,116−1.3%ReducedHolders
Q3 2024157,383$33.2M2.7%+164+0.1%AddedHolders
Q2 2024157,219$31.8M2.8%−581−0.4%ReducedHolders
Q1 2024157,800$31.6M2.8%+2,719+1.8%AddedHolders
Q4 2023155,081$26.4M2.6%+1,174+0.8%AddedHolders
Q3 2023153,907$22.3M2.5%+2,102+1.4%AddedHolders
Q2 2023151,805$22.1M2.3%+2,976+2.0%AddedHolders
Q1 2023148,829$19.4M2.2%+2,220+1.5%AddedHolders
Q4 2022146,609$19.7M2.3%+5,991+4.3%AddedHolders
Q3 2022140,618$14.7M1.9%+7,192+5.4%AddedHolders
Q2 2022133,426$15.0M1.8%+6,253+4.9%AddedHolders
Q1 2022127,173$17.3M1.9%+8,571+7.2%AddedHolders
Q4 2021118,602$18.8M2.1%+2,879+2.5%AddedHolders
Q3 2021115,723$18.9M2.3%−770−0.7%ReducedHolders
Q2 2021116,493$18.1M2.2%+250.0%AddedHolders
Q1 2021116,468$17.7M2.3%––Holders

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