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Livermore
Livermore
ZHEN

Pflug Koory, LLC

SEC CIK
0001740063
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Pflug Koory, 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)
6,617
Value
$2.17M
% of portfolio
0.9%
Quarters held
21
Since Q1 2021
Holdings of JPM by Pflug Koory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,617$2.17M0.9%00.0%UnchangedHolders
Q1 20266,617$1.95M0.9%−10.0%ReducedHolders
Q4 20256,618$2.13M1.0%−80−1.2%ReducedHolders
Q3 20256,698$2.11M1.0%−35−0.5%ReducedHolders
Q2 20256,733$1.95M1.0%+10.0%AddedHolders
Q1 20256,732$1.65M0.9%00.0%UnchangedHolders
Q4 20246,732$1.61M0.8%00.0%UnchangedHolders
Q3 20246,732$1.42M0.7%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 20247,777$1.56M0.8%00.0%UnchangedHolders
Q4 20237,777$1.32M0.7%00.0%UnchangedHolders
Q3 20237,777$1.13M0.7%−25−0.3%ReducedHolders
Q2 20237,802$1.13M0.6%−125−1.6%ReducedHolders
Q1 20237,927$1.03M0.6%−10−0.1%ReducedHolders
Q4 20227,937$1.06M0.6%00.0%UnchangedHolders
Q3 20227,937$829.0K0.5%+107+1.4%AddedHolders
Q2 20227,830$882.0K0.5%00.0%UnchangedHolders
Q1 20227,830$1.07M0.5%00.0%UnchangedHolders
Q4 20217,830$1.24M0.6%−20−0.3%ReducedHolders
Q3 20217,850$1.28M0.7%−600−7.1%ReducedHolders
Q2 20218,450$1.31M0.7%−240−2.8%ReducedHolders
Q1 20218,690$1.32M0.7%––Holders

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