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Fundamentun, LLC

SEC CIK
0001707206
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Fundamentun, 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)
56,449
Value
$18.5M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of JPM by Fundamentun, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,449$18.5M0.7%+684+1.2%AddedHolders
Q1 202655,765$16.4M0.7%+1,419+2.6%AddedHolders
Q4 202554,346$17.5M0.7%+1,115+2.1%AddedHolders
Q3 202553,231$16.8M0.7%−282−0.5%ReducedHolders
Q2 202553,513$15.5M0.7%+641+1.2%AddedHolders
Q1 202552,872$13.0M0.7%+7,024+15.3%AddedHolders
Q4 202445,848$11.0M0.7%−2,200−4.6%ReducedHolders
Q3 202448,048$10.1M0.7%+4,154+9.5%AddedHolders
Q2 202443,894$8.88M0.7%−10,331−19.1%ReducedHolders
Q1 202454,225$10.9M1.1%−1,475−2.6%ReducedHolders
Q4 202355,700$9.47M1.1%−4,848−8.0%ReducedHolders
Q3 202360,548$8.78M1.3%+2,988+5.2%AddedHolders
Q2 202357,560$8.37M1.3%+3,210+5.9%AddedHolders
Q1 202354,350$7.08M1.2%−1,511−2.7%ReducedHolders
Q4 202255,861$7.49M1.3%+542+1.0%AddedHolders
Q3 202255,319$5.78M1.2%−4,422−7.4%ReducedHolders
Q2 202259,741$6.73M1.3%+1,981+3.4%AddedHolders
Q1 202257,760$7.87M1.3%+2,260+4.1%AddedHolders
Q4 202155,500$8.79M1.4%+123+0.2%AddedHolders
Q3 202155,377$9.06M1.6%+12,327+28.6%AddedHolders
Q2 202143,050$6.70M1.8%+4,596+12.0%AddedHolders
Q1 202138,454$5.85M1.9%––Holders

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