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Livermore
Livermore
ZHEN

Sanchez Wealth Management Group

SEC CIK
0001697740
Latest filing
Jul 27, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sanchez Wealth Management Group, 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)
1,775
Value
$580.9K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of JPM by Sanchez Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,775$580.9K0.1%+1+0.1%AddedHolders
Q1 20261,774$521.9K0.1%+26+1.5%AddedHolders
Q4 20251,748$563.4K0.1%00.0%UnchangedHolders
Q3 20251,748$551.3K0.1%+1+0.1%AddedHolders
Q2 20251,747$506.6K0.1%−8−0.5%ReducedHolders
Q1 20251,755$430.4K0.1%+1+0.1%AddedHolders
Q4 20241,754$420.5K0.1%+9+0.5%AddedHolders
Q3 20241,745$368.0K0.1%00.0%UnchangedHolders
Q2 20241,745$352.9K0.1%−75−4.1%ReducedHolders
Q1 20241,820$364.5K0.1%+1+0.1%AddedHolders
Q4 20231,819$309.4K0.1%−15−0.8%ReducedHolders
Q3 20231,834$266.0K0.1%+18+1.0%AddedHolders
Q2 20231,816$264.1K0.1%+1+0.1%AddedHolders
Q1 20231,815$236.6K0.1%00.0%UnchangedHolders
Q4 20221,815$243.4K0.1%+1,815NewHolders