Belpointe Asset Management LLC

SEC CIK: 0001721242
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Belpointe Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 47,965
Value: $15.7M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Belpointe Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,965	$15.7M	0.5%	+3,646+8.2%	Added	Holders
Q1 2026	44,319	$13.0M	0.5%	+3,064+7.4%	Added	Holders
Q4 2025	41,255	$13.3M	0.5%	−5,207−11.2%	Reduced	Holders
Q3 2025	46,462	$14.7M	0.6%	−1,929−4.0%	Reduced	Holders
Q2 2025	48,391	$14.0M	0.6%	+7,956+19.7%	Added	Holders
Q1 2025	40,435	$9.92M	0.5%	+371+0.9%	Added	Holders
Q4 2024	40,064	$9.01M	0.5%	−1,774−4.2%	Reduced	Holders
Q3 2024	41,838	$8.82M	0.5%	+5,094+13.9%	Added	Holders
Q2 2024	36,744	$7.43M	0.5%	+669+1.9%	Added	Holders
Q1 2024	36,075	$7.23M	0.5%	+3,784+11.7%	Added	Holders
Q4 2023	32,291	$5.49M	0.5%	+709+2.2%	Added	Holders
Q3 2023	31,582	$4.58M	0.5%	−1,115−3.4%	Reduced	Holders
Q2 2023	32,697	$4.76M	0.5%	−42,943−56.8%	Reduced	Holders
Q1 2023	75,640	$9.86M	0.5%	−95−0.1%	Reduced	Holders
Q4 2022	75,735	$10.2M	0.6%	+12,465+19.7%	Added	Holders
Q3 2022	63,270	$6.61M	0.4%	−14,575−18.7%	Reduced	Holders
Q2 2022	77,845	$8.61M	0.6%	+28,336+57.2%	Added	Holders
Q1 2022	49,509	$6.75M	0.4%	+8,621+21.1%	Added	Holders
Q4 2021	40,888	$6.47M	0.4%	+1,508+3.8%	Added	Holders
Q3 2021	39,380	$6.16M	0.4%	+2,232+6.0%	Added	Holders
Q2 2021	37,148	$5.78M	0.4%	+5,888+18.8%	Added	Holders
Q1 2021	31,260	$4.76M	0.4%	–	–	Holders

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