Stokes Capital Advisors, LLC

SEC CIK: 0001734460
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Stokes Capital Advisors, 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): 45,335
Value: $14.8M
% of portfolio: 3.2%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Stokes Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,335	$14.8M	3.2%	−753−1.6%	Reduced	Holders
Q1 2026	46,088	$13.6M	3.0%	+117+0.3%	Added	Holders
Q4 2025	45,971	$14.8M	3.4%	−1,000−2.1%	Reduced	Holders
Q3 2025	46,971	$14.8M	3.4%	−341−0.7%	Reduced	Holders
Q2 2025	47,312	$13.7M	3.4%	+1,223+2.7%	Added	Holders
Q1 2025	46,089	$11.3M	2.9%	+398+0.9%	Added	Holders
Q4 2024	45,691	$11.0M	2.8%	−182−0.4%	Reduced	Holders
Q3 2024	45,873	$9.67M	2.5%	+1,574+3.6%	Added	Holders
Q2 2024	44,299	$8.96M	2.5%	−920−2.0%	Reduced	Holders
Q1 2024	45,219	$9.06M	2.6%	−378−0.8%	Reduced	Holders
Q4 2023	45,597	$7.76M	2.5%	−442−1.0%	Reduced	Holders
Q3 2023	46,039	$6.68M	2.3%	+544+1.2%	Added	Holders
Q2 2023	45,495	$6.62M	2.2%	+37+0.1%	Added	Holders
Q1 2023	45,458	$5.92M	2.0%	+236+0.5%	Added	Holders
Q4 2022	45,222	$6.06M	2.1%	+95+0.2%	Added	Holders
Q3 2022	45,127	$4.72M	1.8%	+2,883+6.8%	Added	Holders
Q2 2022	42,244	$4.76M	1.7%	+417+1.0%	Added	Holders
Q1 2022	41,827	$5.70M	1.7%	+4,009+10.6%	Added	Holders
Q4 2021	37,818	$5.99M	1.8%	+596+1.6%	Added	Holders
Q3 2021	37,222	$6.09M	2.0%	+1,642+4.6%	Added	Holders
Q2 2021	35,580	$5.53M	1.8%	+8,284+30.3%	Added	Holders
Q1 2021	27,296	$4.16M	1.7%	–	–	Holders

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