Ullmann Financial Group, Inc.

SEC CIK: 0001697725
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Ullmann Financial Group, Inc., 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): 15,875
Value: $5.20M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Ullmann Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,875	$5.20M	0.5%	+221+1.4%	Added	Holders
Q1 2026	15,654	$4.60M	0.5%	−20.0%	Reduced	Holders
Q4 2025	15,656	$4.87M	0.5%	00.0%	Unchanged	Holders
Q3 2025	15,656	$4.94M	0.5%	+152+1.0%	Added	Holders
Q2 2025	15,504	$4.49M	0.5%	+188+1.2%	Added	Holders
Q1 2025	15,316	$3.76M	0.5%	+124+0.8%	Added	Holders
Q4 2024	15,192	$3.64M	0.5%	+227+1.5%	Added	Holders
Q3 2024	14,965	$3.16M	0.4%	+4,606+44.5%	Added	Holders
Q2 2024	10,359	$2.10M	0.3%	+685+7.1%	Added	Holders
Q1 2024	9,674	$1.94M	0.3%	+309+3.3%	Added	Holders
Q4 2023	9,365	$1.59M	0.3%	+3,997+74.5%	Added	Holders
Q3 2023	5,368	$778.4K	0.1%	+688+14.7%	Added	Holders
Q2 2023	4,680	$680.7K	0.1%	−11−0.2%	Reduced	Holders
Q1 2023	4,691	$611.3K	0.1%	+190+4.2%	Added	Holders
Q4 2022	4,501	$603.6K	0.1%	+267+6.3%	Added	Holders
Q3 2022	4,234	$442.0K	0.1%	+153+3.7%	Added	Holders
Q2 2022	4,081	$460.0K	0.1%	+37+0.9%	Added	Holders
Q1 2022	4,044	$551.0K	0.1%	+45+1.1%	Added	Holders
Q4 2021	3,999	$633.0K	0.2%	00.0%	Unchanged	Holders
Q3 2021	3,999	$655.0K	0.3%	+25+0.6%	Added	Holders
Q2 2021	3,974	$618.0K	0.3%	00.0%	Unchanged	Holders
Q1 2021	3,974	$605.0K	0.3%	–	–	Holders

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