WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by WealthPLAN Partners, 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): 17,279
Value: $5.66M
% of portfolio: 1.1%
Quarters held: 20; Since Q1 2021

Holdings of JPM by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,279	$5.66M	1.1%	−1,683−8.9%	Reduced	Holders
Q1 2026	18,962	$5.58M	1.1%	−3,413−15.3%	Reduced	Holders
Q4 2025	22,375	$7.21M	1.1%	−953−4.1%	Reduced	Holders
Q3 2025	23,328	$7.36M	1.1%	+1,133+5.1%	Added	Holders
Q2 2025	22,195	$6.43M	1.0%	−3,052−12.1%	Reduced	Holders
Q1 2025	25,247	$6.19M	0.9%	−230−0.9%	Reduced	Holders
Q4 2024	25,477	$6.11M	0.9%	−1,844−6.7%	Reduced	Holders
Q3 2024	27,321	$5.76M	0.8%	−3,922−12.6%	Reduced	Holders
Q2 2024	31,243	$6.32M	0.7%	−204−0.6%	Reduced	Holders
Q1 2024	31,447	$6.30M	0.7%	−1,745−5.3%	Reduced	Holders
Q4 2023	33,192	$5.65M	0.6%	+1,331+4.2%	Added	Holders
Q3 2023	31,861	$4.62M	0.5%	+9,160+40.4%	Added	Holders
Q2 2023	22,701	$3.30M	0.5%	−7,514−24.9%	Reduced	Holders
Q1 2023	30,215	$3.94M	0.4%	−19,106−38.7%	Reduced	Holders
Q4 2022	49,321	$7.06M	0.5%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	49,300	$5.88M	0.4%	+3,219+7.0%	Added	Holders
Q4 2021	46,081	$6.85M	0.5%	−249−0.5%	Reduced	Holders
Q3 2021	46,330	$7.53M	0.5%	−1,407−2.9%	Reduced	Holders
Q2 2021	47,737	$7.69M	0.5%	−639−1.3%	Reduced	Holders
Q1 2021	48,376	$7.52M	0.6%	–	–	Holders

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