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Livermore
Livermore
ZHEN

Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Global Retirement Partners, 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)
127,872
Value
$41.9M
% of portfolio
0.6%
Quarters held
19
Since Q1 2021
Holdings of JPM by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,872$41.9M0.6%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 2025125,062$40.3M0.7%+31,036+33.0%AddedHolders
Q3 202594,026$29.7M0.7%+1,301+1.4%AddedHolders
Q2 202592,725$26.9M0.7%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202488,252$21.2M0.6%+16,485+23.0%AddedHolders
Q3 202471,767$15.1M0.5%−910−1.3%ReducedHolders
Q2 202472,677$14.7M0.5%+9,763+15.5%AddedHolders
Q1 202462,914$12.6M0.5%+688+1.1%AddedHolders
Q4 202362,226$10.5M0.4%−2,894−4.4%ReducedHolders
Q3 202365,120$9.33M0.5%−3,516−5.1%ReducedHolders
Q2 202368,636$9.98M0.5%+5,928+9.5%AddedHolders
Q1 202362,708$8.53M0.5%+14,184+29.2%AddedHolders
Q4 202248,524$6.51M0.4%+3,275+7.2%AddedHolders
Q3 202245,249$5.70M0.4%+2,307+5.4%AddedHolders
Q2 202242,942$4.84M0.4%−3,626−7.8%ReducedHolders
Q1 202246,568$5.88M0.5%+46,568NewHolders
Q4 20210$00.0%−34,392−100.0%Sold outHolders
Q3 202134,392$5.63M0.6%+1,465+4.4%AddedHolders
Q2 202132,927$5.12M0.5%+1,056+3.3%AddedHolders
Q1 202131,871$4.85M0.6%––Holders

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