Simon Quick Advisors, LLC

SEC CIK: 0001692038
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Simon Quick 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): 27,175
Value: $8.90M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Simon Quick Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,175	$8.90M	0.4%	−556−2.0%	Reduced	Holders
Q1 2026	27,731	$8.16M	0.4%	−1,015−3.5%	Reduced	Holders
Q4 2025	28,746	$9.26M	0.4%	−861−2.9%	Reduced	Holders
Q3 2025	29,607	$9.34M	0.4%	+1,084+3.8%	Added	Holders
Q2 2025	28,523	$8.27M	0.4%	−2,359−7.6%	Reduced	Holders
Q1 2025	30,882	$7.58M	0.4%	+5,155+20.0%	Added	Holders
Q4 2024	25,727	$6.17M	0.4%	+2,409+10.3%	Added	Holders
Q3 2024	23,318	$4.92M	0.3%	+3,264+16.3%	Added	Holders
Q2 2024	20,054	$4.06M	0.3%	−1,159−5.5%	Reduced	Holders
Q1 2024	21,213	$4.25M	0.3%	+3,967+23.0%	Added	Holders
Q4 2023	17,246	$2.93M	0.3%	−2,087−10.8%	Reduced	Holders
Q3 2023	19,333	$2.80M	0.3%	+2,750+16.6%	Added	Holders
Q2 2023	16,583	$2.41M	0.2%	−2,831−14.6%	Reduced	Holders
Q1 2023	19,414	$2.53M	0.3%	+4,464+29.9%	Added	Holders
Q4 2022	14,950	$2.00M	0.2%	+3,590+31.6%	Added	Holders
Q3 2022	11,360	$1.19M	0.2%	+3,431+43.3%	Added	Holders
Q2 2022	7,929	$918.0K	0.1%	+2,011+34.0%	Added	Holders
Q1 2022	5,918	$807.0K	0.2%	−5,837−49.7%	Reduced	Holders
Q4 2021	11,755	$1.86M	0.5%	+5,231+80.2%	Added	Holders
Q3 2021	6,524	$1.07M	0.3%	+746+12.9%	Added	Holders
Q2 2021	5,778	$898.0K	0.2%	−26−0.4%	Reduced	Holders
Q1 2021	5,804	$883.0K	0.3%	–	–	Holders

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