IHT Wealth Management, LLC

SEC CIK: 0001697490
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by IHT 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): 73,319
Value: $24.0M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by IHT Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	73,319	$24.0M	0.5%	+965+1.3%	Added	Holders
Q1 2026	72,354	$21.3M	0.5%	+5,133+7.6%	Added	Holders
Q4 2025	67,221	$21.7M	0.5%	+415+0.6%	Added	Holders
Q3 2025	66,806	$21.1M	0.5%	−945−1.4%	Reduced	Holders
Q2 2025	67,751	$19.6M	0.5%	+3,982+6.2%	Added	Holders
Q1 2025	63,769	$15.6M	0.5%	+6,766+11.9%	Added	Holders
Q4 2024	57,003	$13.7M	0.4%	−10,794−15.9%	Reduced	Holders
Q3 2024	67,797	$14.3M	0.4%	+13,809+25.6%	Added	Holders
Q2 2024	53,988	$10.9M	0.4%	+309+0.6%	Added	Holders
Q1 2024	53,679	$10.8M	0.4%	−2,301−4.1%	Reduced	Holders
Q4 2023	55,980	$9.52M	0.4%	−3,072−5.2%	Reduced	Holders
Q3 2023	59,052	$8.56M	0.4%	+3,079+5.5%	Added	Holders
Q2 2023	55,973	$8.14M	0.4%	+3,632+6.9%	Added	Holders
Q1 2023	52,341	$6.82M	0.4%	+1,946+3.9%	Added	Holders
Q4 2022	50,395	$6.76M	0.4%	+42+0.1%	Added	Holders
Q3 2022	50,353	$5.26M	0.4%	+7,795+18.3%	Added	Holders
Q2 2022	42,558	$4.79M	0.4%	+7,781+22.4%	Added	Holders
Q1 2022	34,777	$4.74M	0.4%	+346+1.0%	Added	Holders
Q4 2021	34,431	$5.45M	0.4%	+1,386+4.2%	Added	Holders
Q3 2021	33,045	$5.41M	0.4%	−6,021−15.4%	Reduced	Holders
Q2 2021	39,066	$6.08M	0.4%	+3,987+11.4%	Added	Holders
Q1 2021	35,079	$5.34M	0.4%	–	–	Holders

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