RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by RSM US Wealth Management 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): 159,145
Value: $52.1M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	159,145	$52.1M	0.6%	−6,763−4.1%	Reduced	Holders
Q1 2026	165,908	$48.8M	0.6%	+393+0.2%	Added	Holders
Q4 2025	165,515	$53.5M	0.7%	−5,187−3.0%	Reduced	Holders
Q3 2025	170,702	$53.8M	0.7%	−2,621−1.5%	Reduced	Holders
Q2 2025	173,323	$50.2M	0.7%	+3,764+2.2%	Added	Holders
Q1 2025	169,559	$41.6M	0.6%	−5,876−3.3%	Reduced	Holders
Q4 2024	175,435	$42.0M	0.6%	+9,409+5.7%	Added	Holders
Q3 2024	166,026	$34.4M	0.5%	+21,308+14.7%	Added	Holders
Q2 2024	144,718	$29.7M	0.5%	+81,923+130.5%	Added	Holders
Q1 2024	62,795	$12.6M	0.3%	−5,344−7.8%	Reduced	Holders
Q4 2023	68,139	$11.6M	0.3%	+27,253+66.7%	Added	Holders
Q3 2023	40,886	$5.93M	0.2%	+1,664+4.2%	Added	Holders
Q2 2023	39,222	$5.70M	0.2%	+1,215+3.2%	Added	Holders
Q1 2023	38,007	$4.95M	0.2%	+21,288+127.3%	Added	Holders
Q4 2022	16,719	$2.24M	0.1%	+491+3.0%	Added	Holders
Q3 2022	16,228	$1.70M	0.1%	−998−5.8%	Reduced	Holders
Q2 2022	17,226	$1.94M	0.1%	+424+2.5%	Added	Holders
Q1 2022	16,802	$2.29M	0.1%	+737+4.6%	Added	Holders
Q4 2021	16,065	$2.54M	0.1%	+2,301+16.7%	Added	Holders
Q3 2021	13,764	$2.25M	0.1%	−491−3.4%	Reduced	Holders
Q2 2021	14,255	$2.22M	0.1%	+2,892+25.5%	Added	Holders
Q1 2021	11,363	$1.73M	0.1%	–	–	Holders

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