Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sowell Financial Services 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): 70,498
Value: $23.1M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70,498	$23.1M	0.8%	+2,672+3.9%	Added	Holders
Q1 2026	67,826	$20.0M	0.7%	−1,054−1.5%	Reduced	Holders
Q4 2025	68,880	$22.2M	0.8%	+187+0.3%	Added	Holders
Q3 2025	68,693	$21.7M	0.8%	−5,594−7.5%	Reduced	Holders
Q2 2025	74,287	$21.5M	0.9%	+624+0.8%	Added	Holders
Q1 2025	73,663	$18.1M	0.8%	+1,332+1.8%	Added	Holders
Q4 2024	72,331	$17.3M	0.9%	−2,335−3.1%	Reduced	Holders
Q3 2024	74,666	$15.7M	0.7%	−3,646−4.7%	Reduced	Holders
Q2 2024	78,312	$15.8M	0.8%	−4,944−5.9%	Reduced	Holders
Q1 2024	83,256	$16.7M	0.8%	−3,059−3.5%	Reduced	Holders
Q4 2023	86,315	$14.7M	0.8%	−536−0.6%	Reduced	Holders
Q3 2023	86,851	$12.6M	0.8%	+15,178+21.2%	Added	Holders
Q2 2023	71,673	$10.4M	0.6%	+13,105+22.4%	Added	Holders
Q1 2023	58,568	$7.63M	0.6%	−10,833−15.6%	Reduced	Holders
Q4 2022	69,401	$9.31M	0.6%	+7,968+13.0%	Added	Holders
Q3 2022	61,433	$6.42M	0.6%	+2,712+4.6%	Added	Holders
Q2 2022	58,721	$6.61M	0.6%	+45,081+330.5%	Added	Holders
Q1 2022	13,640	$1.78M	0.3%	−52,411−79.3%	Reduced	Holders
Q4 2021	66,051	$10.5M	0.6%	−7,241−9.9%	Reduced	Holders
Q3 2021	73,292	$12.0M	0.8%	−5,517−7.0%	Reduced	Holders
Q2 2021	78,809	$12.3M	0.8%	−41,072−34.3%	Reduced	Holders
Q1 2021	119,881	$19.3M	0.7%	–	–	Holders

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