CX Institutional

SEC CIK: 0001737089
Latest filing: Jul 1, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by CX Institutional, 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): 29,458
Value: $9.64M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by CX Institutional, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,458	$9.64M	0.3%	−9,255−23.9%	Reduced	Holders
Q1 2026	38,713	$11.4M	0.3%	−893−2.3%	Reduced	Holders
Q4 2025	39,606	$12.8M	0.4%	−3,218−7.5%	Reduced	Holders
Q3 2025	42,824	$13.5M	0.4%	+16,994+65.8%	Added	Holders
Q2 2025	25,830	$7.49M	0.3%	+1,220+5.0%	Added	Holders
Q1 2025	24,610	$6.04M	0.2%	+1,073+4.6%	Added	Holders
Q4 2024	23,537	$5.64M	0.2%	+2,925+14.2%	Added	Holders
Q3 2024	20,612	$4.35M	0.2%	−1,397−6.3%	Reduced	Holders
Q2 2024	22,009	$4.45M	0.2%	−1,480−6.3%	Reduced	Holders
Q1 2024	23,489	$4.70M	0.2%	−16,020−40.5%	Reduced	Holders
Q4 2023	39,509	$6.72M	0.4%	+254+0.6%	Added	Holders
Q3 2023	39,255	$5.69M	0.3%	+19,729+101.0%	Added	Holders
Q2 2023	19,526	$2.84M	0.1%	+1,454+8.0%	Added	Holders
Q1 2023	18,072	$2.35M	0.1%	+3,394+23.1%	Added	Holders
Q4 2022	14,678	$1.97M	0.1%	+3,239+28.3%	Added	Holders
Q3 2022	11,439	$1.20M	0.1%	−21−0.2%	Reduced	Holders
Q2 2022	11,460	$1.29M	0.1%	−603−5.0%	Reduced	Holders
Q1 2022	12,063	$1.64M	0.1%	+426+3.7%	Added	Holders
Q4 2021	11,637	$1.84M	0.1%	−25−0.2%	Reduced	Holders
Q3 2021	11,662	$1.91M	0.2%	−392−3.3%	Reduced	Holders
Q2 2021	12,054	$1.88M	0.2%	−632−5.0%	Reduced	Holders
Q1 2021	12,686	$1.93M	0.2%	–	–	Holders

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