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Livermore
Livermore
ZHEN

Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Ritholtz Wealth Management, 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)
99,633
Value
$32.6M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699,633$32.6M0.5%+2,625+2.7%AddedHolders
Q1 202697,008$28.5M0.5%−155−0.2%ReducedHolders
Q4 202597,163$31.3M0.6%+3,611+3.9%AddedHolders
Q3 202593,552$29.5M0.6%+6,365+7.3%AddedHolders
Q2 202587,187$25.3M0.6%+8,256+10.5%AddedHolders
Q1 202578,931$19.4M0.6%+1,784+2.3%AddedHolders
Q4 202477,147$18.5M0.5%+4,000+5.5%AddedHolders
Q3 202473,147$15.4M0.5%+852+1.2%AddedHolders
Q2 202472,295$14.6M0.5%+374+0.5%AddedHolders
Q1 202471,921$14.4M0.5%+5,146+7.7%AddedHolders
Q4 202366,775$11.4M0.4%+6,387+10.6%AddedHolders
Q3 202360,388$8.76M0.4%+6,852+12.8%AddedHolders
Q2 202353,536$7.79M0.4%+7,504+16.3%AddedHolders
Q1 202346,032$6.00M0.3%+3,641+8.6%AddedHolders
Q4 202242,391$5.68M0.3%−19,709−31.7%ReducedHolders
Q3 202262,100$6.49M0.3%+21,262+52.1%AddedHolders
Q2 202240,838$4.60M0.3%+8,712+27.1%AddedHolders
Q1 202232,126$4.38M0.3%−1,648−4.9%ReducedHolders
Q4 202133,774$5.35M0.3%+3,526+11.7%AddedHolders
Q3 202130,248$4.95M0.3%+1,335+4.6%AddedHolders
Q2 202128,913$4.50M0.3%+3,980+16.0%AddedHolders
Q1 202124,933$3.79M0.3%––Holders

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