Nova R Wealth, Inc.
- SEC CIK
- 0001729457
- Latest filing
- Jul 17, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Nova R Wealth, Inc., 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)
- 1,703
- Value
- $557.5K
- % of portfolio
- 0.2%
- Quarters held
- 17
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,703 | $557.5K | 0.2% | −22−1.3% | Reduced | Holders |
| Q1 2026 | 1,725 | $507.4K | 0.2% | +36+2.1% | Added | Holders |
| Q4 2025 | 1,689 | $544.1K | 0.2% | +27+1.6% | Added | Holders |
| Q3 2025 | 1,662 | $524.4K | 0.2% | +201+13.8% | Added | Holders |
| Q2 2025 | 1,461 | $423.6K | 0.2% | −244−14.3% | Reduced | Holders |
| Q1 2025 | 1,705 | $418.3K | 0.2% | +249+17.1% | Added | Holders |
| Q4 2024 | 1,456 | $349.0K | 0.2% | +7+0.5% | Added | Holders |
| Q3 2024 | 1,449 | $305.4K | 0.2% | +6+0.4% | Added | Holders |
| Q2 2024 | 1,443 | $291.8K | 0.2% | +6+0.4% | Added | Holders |
| Q1 2024 | 1,437 | $287.7K | 0.2% | −120−7.7% | Reduced | Holders |
| Q4 2023 | 1,557 | $264.9K | 0.2% | +9+0.6% | Added | Holders |
| Q3 2023 | 1,548 | $224.5K | 0.2% | −390−20.1% | Reduced | Holders |
| Q2 2023 | 1,938 | $281.8K | 0.2% | −66−3.3% | Reduced | Holders |
| Q1 2023 | 2,004 | $261.2K | 0.2% | +330+19.7% | Added | Holders |
| Q4 2022 | 1,674 | $224.4K | 0.2% | +1,674 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,766−100.0% | Sold out | Holders |
| Q1 2022 | 1,766 | $241.0K | 0.2% | +6+0.3% | Added | Holders |
| Q4 2021 | 1,760 | $279.0K | 0.2% | – | No prior filing | Holders |