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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by AE 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 overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
504,021
Value
$165.0M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of JPM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026504,021$165.0M0.8%+40,209+8.7%AddedHolders
Q1 2026463,812$136.4M0.7%−52,795−10.2%ReducedHolders
Q4 2025516,607$166.5M1.0%+38,562+8.1%AddedHolders
Q3 2025478,045$150.8M1.0%+49,861+11.6%AddedHolders
Q2 2025428,184$124.1M0.9%+30,821+7.8%AddedHolders
Q1 2025397,363$97.5M0.8%+16,541+4.3%AddedHolders
Q4 2024380,822$91.3M0.8%+29,624+8.4%AddedHolders
Q3 2024351,198$74.1M0.7%−88,201−20.1%ReducedHolders
Q2 2024439,399$88.9M0.9%+74,706+20.5%AddedHolders
Q1 2024364,693$73.0M0.8%−232,890−39.0%ReducedHolders
Q4 2023597,583$103.0M0.5%+134,025+28.9%AddedHolders
Q3 2023463,558$67.2M0.4%+30,092+6.9%AddedHolders
Q2 2023433,466$63.0M0.4%+83,985+24.0%AddedHolders
Q1 2023349,481$45.5M0.3%+12,413+3.7%AddedHolders
Q4 2022337,068$45.2M0.3%+29,298+9.5%AddedHolders
Q3 2022307,770$32.2M0.3%+88,824+40.6%AddedHolders
Q2 2022218,946$24.7M0.2%+17,672+8.8%AddedHolders
Q1 2022201,274$27.4M0.2%−8,395−4.0%ReducedHolders
Q4 2021209,669$33.2M0.2%−17,429−7.7%ReducedHolders
Q3 2021227,098$37.2M0.3%+15,289+7.2%AddedHolders
Q2 2021211,809$32.9M0.3%+35,866+20.4%AddedHolders
Q1 2021175,943$26.8M0.3%––Holders

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