Skip to main content
Livermore
Livermore
ZHEN

Dakota Wealth Management

SEC CIK
0001631353
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Dakota Wealth Management, 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)
199,334
Value
$65.2M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Dakota Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026199,334$65.2M1.2%−22,027−10.0%ReducedHolders
Q1 2026221,361$65.1M1.4%−22,480−9.2%ReducedHolders
Q4 2025243,841$78.6M1.4%+4,911+2.1%AddedHolders
Q3 2025238,930$75.4M1.5%−13,556−5.4%ReducedHolders
Q2 2025252,486$73.2M1.5%−3,969−1.5%ReducedHolders
Q1 2025256,455$62.9M1.5%+65,148+34.1%AddedHolders
Q4 2024191,307$45.9M1.1%+1,533+0.8%AddedHolders
Q3 2024189,774$40.0M0.9%+7,253+4.0%AddedHolders
Q2 2024182,521$36.9M0.9%+1,215+0.7%AddedHolders
Q1 2024181,306$36.3M0.9%+39,410+27.8%AddedHolders
Q4 2023141,896$24.1M0.9%−45,349−24.2%ReducedHolders
Q3 2023187,245$27.2M1.2%+8,470+4.7%AddedHolders
Q2 2023178,775$26.0M1.2%+26,558+17.4%AddedHolders
Q1 2023152,217$19.8M1.3%+10,142+7.1%AddedHolders
Q4 2022142,075$19.1M1.4%+62,727+79.1%AddedHolders
Q3 202279,348$8.29M0.7%+22,905+40.6%AddedHolders
Q2 202256,443$6.36M0.6%−33,130−37.0%ReducedHolders
Q1 202289,573$12.2M1.0%−36,932−29.2%ReducedHolders
Q4 2021126,505$20.0M2.1%+3,873+3.2%AddedHolders
Q3 2021122,632$20.1M2.3%−107−0.1%ReducedHolders
Q2 2021122,739$19.1M2.3%+10,831+9.7%AddedHolders
Q1 2021111,908$17.0M2.3%––Holders

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