Skip to main content
Livermore
Livermore
ZHEN

Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Old Port Advisors, 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)
25,672
Value
$8.40M
% of portfolio
1.7%
Quarters held
21
Since Q1 2021
Holdings of JPM by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,672$8.40M1.7%+394+1.6%AddedHolders
Q1 202625,278$7.44M1.7%+26+0.1%AddedHolders
Q4 202525,252$8.14M2.0%−200−0.8%ReducedHolders
Q3 202525,452$8.03M2.0%−749−2.9%ReducedHolders
Q2 202526,201$7.60M2.1%−93−0.4%ReducedHolders
Q1 202526,294$6.45M1.9%−513−1.9%ReducedHolders
Q4 202426,807$6.43M1.8%−435−1.6%ReducedHolders
Q3 202427,242$5.74M1.6%−412−1.5%ReducedHolders
Q2 202427,654$5.59M1.7%−161−0.6%ReducedHolders
Q1 202427,815$5.57M1.7%−311−1.1%ReducedHolders
Q4 202328,126$4.78M1.6%+296+1.1%AddedHolders
Q3 202327,830$4.04M1.5%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202328,088$3.61M1.3%−145−0.5%ReducedHolders
Q4 202228,233$3.79M1.4%+651+2.4%AddedHolders
Q3 202227,582$3.04M1.2%+256+0.9%AddedHolders
Q2 202227,326$3.08M1.2%+132+0.5%AddedHolders
Q1 202227,194$3.68M1.3%+26+0.1%AddedHolders
Q4 202127,168$4.50M1.5%−397−1.4%ReducedHolders
Q3 202127,565$4.66M1.7%+479+1.8%AddedHolders
Q2 202127,086$4.20M1.5%−110−0.4%ReducedHolders
Q1 202127,196$4.14M1.6%––Holders

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