Resources Investment Advisors, LLC.

SEC CIK: 0001690370
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Resources Investment Advisors, 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): 115,785
Value: $37.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Resources Investment Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	115,785	$37.9M	0.3%	+7,278+6.7%	Added	Holders
Q1 2026	108,507	$31.9M	0.3%	−4,358−3.9%	Reduced	Holders
Q4 2025	112,865	$36.4M	0.4%	+2,588+2.3%	Added	Holders
Q3 2025	110,277	$34.8M	0.4%	−1,118−1.0%	Reduced	Holders
Q2 2025	111,395	$32.3M	0.4%	−23,032−17.1%	Reduced	Holders
Q1 2025	134,427	$33.0M	0.4%	−9,390−6.5%	Reduced	Holders
Q4 2024	143,817	$34.5M	0.4%	+2,079+1.5%	Added	Holders
Q3 2024	141,738	$29.9M	0.3%	−2,850−2.0%	Reduced	Holders
Q2 2024	144,588	$29.2M	0.4%	+1,418+1.0%	Added	Holders
Q1 2024	143,170	$28.7M	0.5%	−7,351−4.9%	Reduced	Holders
Q4 2023	150,521	$25.6M	0.4%	+16,975+12.7%	Added	Holders
Q3 2023	133,546	$19.4M	0.4%	+6,556+5.2%	Added	Holders
Q2 2023	126,990	$18.5M	0.4%	+7,038+5.9%	Added	Holders
Q1 2023	119,952	$15.6M	0.4%	+9,479+8.6%	Added	Holders
Q4 2022	110,473	$14.8M	0.4%	+42,792+63.2%	Added	Holders
Q3 2022	67,681	$7.07M	0.3%	+15,523+29.8%	Added	Holders
Q2 2022	52,158	$5.87M	0.3%	+967+1.9%	Added	Holders
Q1 2022	51,191	$6.98M	0.3%	+3,615+7.6%	Added	Holders
Q4 2021	47,576	$7.53M	0.3%	+2,838+6.3%	Added	Holders
Q3 2021	44,738	$7.32M	0.3%	+1,938+4.5%	Added	Holders
Q2 2021	42,800	$6.66M	0.3%	+1,241+3.0%	Added	Holders
Q1 2021	41,559	$6.33M	0.3%	–	–	Holders

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