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ODonnell Financial Services, LLC

SEC CIK
0001730962
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by ODonnell Financial Services, 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)
1,209
Value
$395.7K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of JPM by ODonnell Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,209$395.7K0.1%+522+76.0%AddedHolders
Q1 2026687$202.1K0.1%−4−0.6%ReducedHolders
Q4 2025691$222.7K0.1%−3−0.4%ReducedHolders
Q3 2025694$218.9K0.1%+694NewHolders