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Livermore
Livermore
ZHEN

Vestmark Advisory Solutions, Inc.

SEC CIK
0001736982
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Vestmark Advisory Solutions, 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)
176,488
Value
$57.8M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Vestmark Advisory Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026176,488$57.8M0.5%+9,307+5.6%AddedHolders
Q1 2026167,181$49.2M0.5%+56,924+51.6%AddedHolders
Q4 2025110,257$35.5M0.5%+56,454+104.9%AddedHolders
Q3 202553,803$17.0M0.3%+10,341+23.8%AddedHolders
Q2 202543,462$12.6M0.2%+15,979+58.1%AddedHolders
Q1 202527,483$6.74M0.2%+13,871+101.9%AddedHolders
Q4 202413,612$3.26M0.1%+2,825+26.2%AddedHolders
Q3 202410,787$2.27M0.1%+966+9.8%AddedHolders
Q2 20249,821$1.99M0.1%+2,203+28.9%AddedHolders
Q1 20247,618$1.53M0.1%+3,055+67.0%AddedHolders
Q4 20234,563$776.2K<0.1%+2,267+98.7%AddedHolders
Q3 20232,296$333.0K<0.1%−99,733−97.7%ReducedHolders
Q2 2023102,029$14.8M0.6%−2,209−2.1%ReducedHolders
Q1 2023104,238$13.6M0.6%−2,586−2.4%ReducedHolders
Q4 2022106,824$14.3M0.7%+9,471+9.7%AddedHolders
Q3 202297,353$10.2M0.6%−4,487−4.4%ReducedHolders
Q2 2022101,840$11.5M0.7%−1,160−1.1%ReducedHolders
Q1 2022103,000$14.0M0.8%+12,887+14.3%AddedHolders
Q4 202190,113$14.3M0.8%+4,214+4.9%AddedHolders
Q3 202185,899$14.1M1.0%+3,129+3.8%AddedHolders
Q2 202182,770$12.9M0.9%+3,003+3.8%AddedHolders
Q1 202179,767$12.1M1.1%––Holders

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