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Livermore
Livermore
ZHEN

Curtis Advisory Group, LLC

SEC CIK
0001664656
Latest filing
Jul 29, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Curtis Advisory Group, 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)
8,500
Value
$2.78M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of JPM by Curtis Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,500$2.78M0.5%00.0%UnchangedHolders
Q1 20268,500$2.50M0.5%+1,400+19.7%AddedHolders
Q4 20257,100$2.29M0.5%+3,300+86.8%AddedHolders
Q3 20253,800$1.20M0.3%00.0%UnchangedHolders
Q2 20253,800$1.10M0.3%+2,000+111.1%AddedHolders
Q1 20251,800$441.5K0.1%00.0%UnchangedHolders
Q4 20241,800$431.5K0.1%+300+20.0%AddedHolders
Q3 20241,500$316.3K0.1%00.0%UnchangedHolders
Q2 20241,500$303.4K0.1%00.0%UnchangedHolders
Q1 20241,500$300.4K0.1%00.0%UnchangedHolders
Q4 20231,500$255.2K0.1%00.0%UnchangedHolders
Q3 20231,500$217.5K0.1%−125−7.7%ReducedHolders
Q2 20231,625$236.3K0.1%00.0%UnchangedHolders
Q1 20231,625$211.8K0.1%−204−11.2%ReducedHolders
Q4 20221,829$245.3K0.1%+1,829NewHolders
Q3 20220$00.0%−2,029−100.0%Sold outHolders
Q2 20222,029$228.0K0.1%+29+1.5%AddedHolders
Q1 20222,000$273.0K0.1%−21−1.0%ReducedHolders
Q4 20212,021$320.0K0.1%−41−2.0%ReducedHolders
Q3 20212,062$338.0K0.1%−438−17.5%ReducedHolders
Q2 20212,500$389.0K0.2%00.0%UnchangedHolders
Q1 20212,500$381.0K0.2%––Holders

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