Capital Analysts, LLC

SEC CIK: 0001624758
Latest filing: Aug 5, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Capital Analysts, 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): 48,924
Value: $16.0M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Capital Analysts, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,924	$16.0M	0.4%	−680−1.4%	Reduced	Holders
Q1 2026	49,604	$14.6M	0.4%	−467−0.9%	Reduced	Holders
Q4 2025	50,071	$16.1M	0.4%	−533−1.1%	Reduced	Holders
Q3 2025	50,604	$16.0M	0.5%	−2,228−4.2%	Reduced	Holders
Q2 2025	52,832	$15.3M	0.5%	−2,164−3.9%	Reduced	Holders
Q1 2025	54,996	$13.5M	0.5%	−354−0.6%	Reduced	Holders
Q4 2024	55,350	$13.3M	0.5%	−1,304−2.3%	Reduced	Holders
Q3 2024	56,654	$11.9M	0.5%	+2,150+3.9%	Added	Holders
Q2 2024	54,504	$11.0M	0.5%	−120.0%	Reduced	Holders
Q1 2024	54,516	$10.9M	0.5%	−1,478−2.6%	Reduced	Holders
Q4 2023	55,994	$9.53M	0.5%	+1,641+3.0%	Added	Holders
Q3 2023	54,353	$7.88M	0.4%	+1,216+2.3%	Added	Holders
Q2 2023	53,137	$7.73M	0.4%	+13,165+32.9%	Added	Holders
Q1 2023	39,972	$5.21M	0.3%	+480+1.2%	Added	Holders
Q4 2022	39,492	$5.30M	0.3%	+1,338+3.5%	Added	Holders
Q3 2022	38,154	$3.99M	0.3%	+1,407+3.8%	Added	Holders
Q2 2022	36,747	$4.14M	0.3%	+450+1.2%	Added	Holders
Q1 2022	36,297	$4.95M	0.3%	−926−2.5%	Reduced	Holders
Q4 2021	37,223	$5.89M	0.4%	−1,290−3.3%	Reduced	Holders
Q3 2021	38,513	$6.30M	0.4%	+215+0.6%	Added	Holders
Q2 2021	38,298	$5.96M	0.4%	−1,325−3.3%	Reduced	Holders
Q1 2021	39,623	$6.03M	0.4%	–	–	Holders

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