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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by River Wealth 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)
69,572
Value
$22.8M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,572$22.8M2.4%+448+0.6%AddedHolders
Q1 202669,124$20.3M2.3%+132+0.2%AddedHolders
Q4 202568,992$22.2M2.5%+1,358+2.0%AddedHolders
Q3 202567,634$21.3M2.5%+374+0.6%AddedHolders
Q2 202567,260$19.5M2.4%+1,186+1.8%AddedHolders
Q1 202566,074$16.2M2.3%+284+0.4%AddedHolders
Q4 202465,790$15.8M2.1%+1,787+2.8%AddedHolders
Q3 202464,003$13.5M1.8%+1,077+1.7%AddedHolders
Q2 202462,926$12.7M1.8%+1,353+2.2%AddedHolders
Q1 202461,573$12.3M1.8%+2,142+3.6%AddedHolders
Q4 202359,431$10.1M1.6%+1,982+3.5%AddedHolders
Q3 202357,449$8.33M1.5%+1,168+2.1%AddedHolders
Q2 202356,281$8.19M1.4%+1,802+3.3%AddedHolders
Q1 202354,479$7.10M1.3%+1,069+2.0%AddedHolders
Q4 202253,410$7.16M1.4%−816−1.5%ReducedHolders
Q3 202254,226$5.67M1.2%−4,097−7.0%ReducedHolders
Q2 202258,323$6.57M1.2%+2,100+3.7%AddedHolders
Q1 202256,223$7.66M1.2%+1,225+2.2%AddedHolders
Q4 202154,998$8.71M1.4%+715+1.3%AddedHolders
Q3 202154,283$8.89M1.5%+1,076+2.0%AddedHolders
Q2 202153,207$8.28M1.4%+170.0%AddedHolders
Q1 202153,190$8.10M1.5%––Holders

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