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Narus Financial Partners, LLC

SEC CIK
0001698091
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Narus Financial Partners, 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)
3,978
Value
$1.30M
% of portfolio
0.3%
Quarters held
19
Since Q1 2021
Holdings of JPM by Narus Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,978$1.30M0.3%−410−9.3%ReducedHolders
Q1 20264,388$1.29M0.3%+200+4.8%AddedHolders
Q4 20254,188$1.35M0.4%+81+2.0%AddedHolders
Q3 20254,107$1.30M0.4%+44+1.1%AddedHolders
Q2 20254,063$1.18M0.4%+6+0.1%AddedHolders
Q1 20254,057$995.2K0.3%+85+2.1%AddedHolders
Q4 20243,972$952.1K0.3%−210−5.0%ReducedHolders
Q3 20244,182$881.8K0.3%−1,046−20.0%ReducedHolders
Q2 20245,228$1.06M0.4%−74−1.4%ReducedHolders
Q1 20245,302$1.06M0.5%+20+0.4%AddedHolders
Q4 20235,282$898.5K0.4%+125+2.4%AddedHolders
Q3 20235,157$747.9K0.4%+35+0.7%AddedHolders
Q2 20235,122$744.9K0.4%−1,010−16.5%ReducedHolders
Q1 20236,132$799.1K0.4%−65−1.0%ReducedHolders
Q4 20226,197$831.0K0.5%+225+3.8%AddedHolders
Q3 20225,972$624.1K0.4%+200+3.5%AddedHolders
Q2 20225,772$650.0K0.4%+1,070+22.8%AddedHolders
Q1 20224,702$641.0K0.4%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20215,747$874.9K0.5%––Holders

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