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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by IFP Advisors, Inc, 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)
70,542
Value
$23.1M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,542$23.1M0.4%+2,652+3.9%AddedHolders
Q1 202667,890$20.0M0.4%+9,997+17.3%AddedHolders
Q4 202557,893$18.7M0.4%+9,025+18.5%AddedHolders
Q3 202548,868$15.4M0.4%+2,565+5.5%AddedHolders
Q2 202546,303$13.4M0.4%+583+1.3%AddedHolders
Q1 202545,720$11.2M0.3%+1,577+3.6%AddedHolders
Q4 202444,143$10.6M0.3%−5,446−11.0%ReducedHolders
Q3 202449,589$10.5M0.4%+743+1.5%AddedHolders
Q2 202448,846$9.88M0.4%+12,441+34.2%AddedHolders
Q1 202436,405$7.65M0.3%−6,572−15.3%ReducedHolders
Q4 202342,977$7.31M0.3%−5,619−11.6%ReducedHolders
Q3 202348,596$7.05M0.3%−15,107−23.7%ReducedHolders
Q2 202363,703$5.38M0.3%−30,356−32.3%ReducedHolders
Q1 202394,059$7.94M0.4%−34,148−26.6%ReducedHolders
Q4 2022128,207$10.8M0.3%−3,113−2.4%ReducedHolders
Q3 2022131,320$11.2M0.3%+6,036+4.8%AddedHolders
Q2 2022125,284$10.7M0.4%−90,264−41.9%ReducedHolders
Q1 2022215,548$18.3M0.2%+131,400+156.2%AddedHolders
Q4 202184,148$13.3M0.3%+1,404+1.7%AddedHolders
Q3 202182,744$13.5M0.3%+7,769+10.4%AddedHolders
Q2 202174,975$11.7M0.2%+12,520+20.0%AddedHolders
Q1 202162,455$9.51M0.2%––Holders

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