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Livermore
Livermore
ZHEN

Darwin Advisors, LLC

SEC CIK
0001663224
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Darwin 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)
2,235
Value
$731.9K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Darwin Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,235$731.9K0.2%+52+2.4%AddedHolders
Q1 20262,183$642.2K0.2%+3+0.1%AddedHolders
Q4 20252,180$702.7K0.2%−9−0.4%ReducedHolders
Q3 20252,189$690.8K0.2%+19+0.9%AddedHolders
Q2 20252,170$629.2K0.2%+1,513+230.3%AddedHolders
Q1 2025657$157.6K0.1%00.0%UnchangedHolders
Q4 2024657$157.6K0.1%−1,443−68.7%ReducedHolders
Q3 20242,100$442.7K0.1%−67−3.1%ReducedHolders
Q2 20242,167$438.3K0.2%−28−1.3%ReducedHolders
Q1 20242,195$439.7K0.1%+10.0%AddedHolders
Q4 20232,194$373.2K0.1%−130−5.6%ReducedHolders
Q3 20232,324$337.0K0.1%−5−0.2%ReducedHolders
Q2 20232,329$343.3K0.1%00.0%UnchangedHolders
Q1 20232,329$325.6K0.1%−131−5.3%ReducedHolders
Q4 20222,460$351.8K0.1%−57−2.3%ReducedHolders
Q3 20222,517$292.0K0.1%−344−12.0%ReducedHolders
Q2 20222,861$322.0K0.1%−1,915−40.1%ReducedHolders
Q1 20224,776$651.0K0.1%−30−0.6%ReducedHolders
Q4 20214,806$710.0K0.1%−301−5.9%ReducedHolders
Q3 20215,107$836.0K0.1%−550−9.7%ReducedHolders
Q2 20215,657$880.0K0.1%−67−1.2%ReducedHolders
Q1 20215,724$871.0K0.2%––Holders

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