Wealthcare Advisory Partners LLC

SEC CIK: 0001683059
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wealthcare Advisory Partners 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): 61,535
Value: $20.1M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Wealthcare Advisory Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	61,535	$20.1M	0.4%	−8,292−11.9%	Reduced	Holders
Q1 2026	69,827	$20.5M	0.4%	−191−0.3%	Reduced	Holders
Q4 2025	70,018	$22.6M	0.4%	+14,026+25.1%	Added	Holders
Q3 2025	55,992	$17.7M	0.4%	+507+0.9%	Added	Holders
Q2 2025	55,485	$16.1M	0.4%	+3,080+5.9%	Added	Holders
Q1 2025	52,405	$12.9M	0.3%	−115−0.2%	Reduced	Holders
Q4 2024	52,520	$12.6M	0.3%	−1,697−3.1%	Reduced	Holders
Q3 2024	54,217	$11.4M	0.3%	−956−1.7%	Reduced	Holders
Q2 2024	55,173	$11.2M	0.3%	+4,213+8.3%	Added	Holders
Q1 2024	50,960	$10.2M	0.3%	+11,572+29.4%	Added	Holders
Q4 2023	39,388	$6.70M	0.3%	−3,403−8.0%	Reduced	Holders
Q3 2023	42,791	$6.21M	0.3%	−331−0.8%	Reduced	Holders
Q2 2023	43,122	$6.27M	0.3%	+150+0.3%	Added	Holders
Q1 2023	42,972	$5.60M	0.2%	+1,305+3.1%	Added	Holders
Q4 2022	41,667	$5.59M	0.3%	+110+0.3%	Added	Holders
Q3 2022	41,557	$4.34M	0.2%	+18,080+77.0%	Added	Holders
Q2 2022	23,477	$2.64M	0.2%	+611+2.7%	Added	Holders
Q1 2022	22,866	$3.12M	0.2%	+921+4.2%	Added	Holders
Q4 2021	21,945	$3.48M	0.2%	−1,007−4.4%	Reduced	Holders
Q3 2021	22,952	$3.76M	0.2%	+955+4.3%	Added	Holders
Q2 2021	21,997	$3.42M	0.2%	−643−2.8%	Reduced	Holders
Q1 2021	22,640	$3.45M	0.2%	–	–	Holders

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