VisionPoint Advisory Group, LLC

SEC CIK: 0001750924
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by VisionPoint Advisory Group, LLC, 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): 12,118
Value: $3.97M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by VisionPoint Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,118	$3.97M	0.6%	+282+2.4%	Added	Holders
Q1 2026	11,836	$3.48M	0.7%	+1,855+18.6%	Added	Holders
Q4 2025	9,981	$3.22M	0.6%	−146−1.4%	Reduced	Holders
Q3 2025	10,127	$3.19M	0.6%	−450−4.3%	Reduced	Holders
Q2 2025	10,577	$3.07M	0.7%	+3,176+42.9%	Added	Holders
Q1 2025	7,401	$1.82M	0.6%	+985+15.4%	Added	Holders
Q4 2024	6,416	$1.54M	0.5%	−756−10.5%	Reduced	Holders
Q3 2024	7,172	$1.51M	0.5%	−6,017−45.6%	Reduced	Holders
Q2 2024	13,189	$2.67M	0.9%	+36+0.3%	Added	Holders
Q1 2024	13,153	$2.63M	0.9%	−9,746−42.6%	Reduced	Holders
Q4 2023	22,899	$3.90M	1.4%	−1,590−6.5%	Reduced	Holders
Q3 2023	24,489	$3.55M	1.5%	+1,978+8.8%	Added	Holders
Q2 2023	22,511	$3.27M	1.3%	+2,830+14.4%	Added	Holders
Q1 2023	19,681	$2.64M	1.2%	+3,195+19.4%	Added	Holders
Q4 2022	16,486	$2.35M	1.0%	+13,848+524.9%	Added	Holders
Q3 2022	2,638	$276.0K	0.1%	+843+47.0%	Added	Holders
Q2 2022	1,795	$216.0K	0.1%	−4,423−71.1%	Reduced	Holders
Q1 2022	6,218	$734.0K	0.3%	−1,339−17.7%	Reduced	Holders
Q4 2021	7,557	$1.15M	0.5%	+304+4.2%	Added	Holders
Q3 2021	7,253	$1.22M	0.5%	−1,625−18.3%	Reduced	Holders
Q2 2021	8,878	$1.38M	0.6%	−2,721−23.5%	Reduced	Holders
Q1 2021	11,599	$1.77M	0.8%	–	–	Holders

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