Skip to main content

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Crewe Advisors 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)
13,043
Value
$4.27M
% of portfolio
0.3%
Quarters held
16
Since Q1 2021
Holdings of JPM by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,043$4.27M0.3%+313+2.5%AddedHolders
Q1 202612,730$3.74M0.3%+127+1.0%AddedHolders
Q4 202512,603$4.06M0.4%+86+0.7%AddedHolders
Q3 202512,517$3.95M0.4%+12,517NewHolders
Q3 20240$00.0%−8,013−100.0%Sold outHolders
Q2 20248,013$1.62M0.2%−989−11.0%ReducedHolders
Q1 20249,002$1.80M0.2%+9,002NewHolders
Q3 20230$00.0%−5,122−100.0%Sold outHolders
Q2 20235,122$744.9K0.1%−461−8.3%ReducedHolders
Q1 20235,583$727.5K0.1%−401−6.7%ReducedHolders
Q4 20225,984$802.5K0.1%−1,614−21.2%ReducedHolders
Q3 20227,598$794.0K0.1%+1,903+33.4%AddedHolders
Q2 20225,695$641.0K0.1%+629+12.4%AddedHolders
Q1 20225,066$691.0K0.1%+330+7.0%AddedHolders
Q4 20214,736$750.0K0.2%+1,299+37.8%AddedHolders
Q3 20213,437$563.0K0.1%−270−7.3%ReducedHolders
Q2 20213,707$577.0K0.1%−87−2.3%ReducedHolders
Q1 20213,794$578.0K0.1%––Holders

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