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Private Ocean, LLC

SEC CIK
0001601742
Latest filing
Jul 30, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by Private Ocean, 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 2024 holdings

Shares (Q2 2024)
2,411
Value
$487.7K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of JPM by Private Ocean, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20242,411$487.7K<0.1%+988+69.4%AddedHolders
Q1 20241,423$285.0K<0.1%−23−1.6%ReducedHolders
Q4 20231,446$246.0K<0.1%+40+2.8%AddedHolders
Q3 20231,406$203.9K<0.1%+155+12.4%AddedHolders
Q2 20231,251$181.9K<0.1%+296+31.0%AddedHolders
Q1 2023955$124.4K<0.1%+143+17.6%AddedHolders
Q4 2022812$108.8K<0.1%−11−1.3%ReducedHolders
Q3 2022823$86.0K<0.1%−321−28.1%ReducedHolders
Q2 20221,144$128.0K<0.1%+314+37.8%AddedHolders
Q1 2022830$113.0K<0.1%+18+2.2%AddedHolders
Q4 2021812$129.0K<0.1%+29+3.7%AddedHolders
Q3 2021783$128.0K<0.1%+43+5.8%AddedHolders
Q2 2021740$115.0K<0.1%−320−30.2%ReducedHolders
Q1 20211,060$161.0K<0.1%––Holders

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