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Livermore
Livermore
ZHEN

Independent Advisor Alliance

SEC CIK
0001696899
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Independent Advisor Alliance, 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)
134,957
Value
$44.2M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of JPM by Independent Advisor Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,957$44.2M1.0%+4,113+3.1%AddedHolders
Q1 2026130,844$38.5M0.4%−41,939−24.3%ReducedHolders
Q4 2025172,783$55.7M1.4%−4,466−2.5%ReducedHolders
Q3 2025177,249$55.9M1.5%+3,632+2.1%AddedHolders
Q2 2025173,617$50.3M1.5%−11,762−6.3%ReducedHolders
Q1 2025185,379$45.5M1.5%+3,933+2.2%AddedHolders
Q4 2024181,446$43.5M0.6%+11,127+6.5%AddedHolders
Q3 2024170,319$35.9M1.3%−3,312−1.9%ReducedHolders
Q2 2024173,631$35.1M1.2%−4,914−2.8%ReducedHolders
Q1 2024178,545$35.8M1.3%−14,510−7.5%ReducedHolders
Q4 2023193,055$32.8M1.2%+6,571+3.5%AddedHolders
Q3 2023186,484$27.0M1.2%+9,140+5.2%AddedHolders
Q2 2023177,344$25.8M1.1%+8,622+5.1%AddedHolders
Q1 2023168,722$22.0M1.1%−11,356−6.3%ReducedHolders
Q4 2022180,078––−190.0%ReducedHolders
Q3 2022180,097$18.8M1.1%+2,517+1.4%AddedHolders
Q2 2022177,580$20.0M1.1%+2,149+1.2%AddedHolders
Q1 2022175,431$23.9M1.2%+19,363+12.4%AddedHolders
Q4 2021156,068$24.7M1.2%+2,111+1.4%AddedHolders
Q3 2021153,957$25.2M1.4%−9,818−6.0%ReducedHolders
Q2 2021163,775$25.5M1.4%−2,812−1.7%ReducedHolders
Q1 2021166,587$25.4M1.5%––Holders

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