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Entruity Wealth, LLC

SEC CIK
0001719303
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Entruity Wealth, 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)
1,372
Value
$449.0K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of JPM by Entruity Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,372$449.0K0.3%+2+0.1%AddedHolders
Q1 20261,370$403.0K0.3%00.0%UnchangedHolders
Q4 20251,370$441.4K0.3%00.0%UnchangedHolders
Q3 20251,370$432.1K0.3%00.0%UnchangedHolders
Q2 20251,370$397.2K0.3%00.0%UnchangedHolders
Q1 20251,370$336.1K0.3%00.0%UnchangedHolders
Q4 20241,370$328.4K0.3%–No prior filingHolders