Skip to main content
Livermore
Livermore
ZHEN

Jacobson & Schmitt Advisors, LLC

SEC CIK
0001632096
Latest filing
Jul 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Jacobson & Schmitt 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)
2,060
Value
$674.3K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of JPM by Jacobson & Schmitt Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,060$674.3K0.1%00.0%UnchangedHolders
Q1 20262,060$606.0K0.1%00.0%UnchangedHolders
Q4 20252,060$663.8K0.1%−1,653−44.5%ReducedHolders
Q3 20253,713$1.17M0.2%+1,698+84.3%AddedHolders
Q2 20252,015$584.2K0.1%+2,015NewHolders
Q1 20250$00.0%−2,015−100.0%Sold outHolders
Q4 20242,015$483.0K0.1%00.0%UnchangedHolders
Q3 20242,015$424.9K0.1%−29−1.4%ReducedHolders
Q2 20242,044$413.4K0.1%+2,044NewHolders
Q1 20240$00.0%−1,624−100.0%Sold outHolders
Q4 20231,624$276.2K0.1%00.0%UnchangedHolders
Q3 20231,624$235.5K0.1%00.0%UnchangedHolders
Q2 20231,624$236.2K0.1%00.0%UnchangedHolders
Q1 20231,624$211.6K0.1%+1,624NewHolders
Q3 20220$00.0%−1,889−100.0%Sold outHolders
Q2 20221,889$213.0K0.1%−434−18.7%ReducedHolders
Q1 20222,323$317.0K0.1%00.0%UnchangedHolders
Q4 20212,323$368.0K0.1%+800+52.5%AddedHolders
Q3 20211,523$249.0K0.1%−41−2.6%ReducedHolders
Q2 20211,564$243.0K0.1%+195+14.2%AddedHolders
Q1 20211,369$208.0K0.1%––Holders

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