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Livermore
Livermore
ZHEN

Next Capital Management LLC

SEC CIK
0001752762
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Next Capital Management 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)
3,380
Value
$1.11M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Next Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,380$1.11M0.3%+87+2.6%AddedHolders
Q1 20263,293$968.6K0.3%+222+7.2%AddedHolders
Q4 20253,071$989.6K0.3%−1,134−27.0%ReducedHolders
Q3 20254,205$1.33M0.4%−5,439−56.4%ReducedHolders
Q2 20259,644$1.49M0.6%+6,734+231.4%AddedHolders
Q1 20252,910$713.7K0.3%−760−20.7%ReducedHolders
Q4 20243,670$879.7K0.4%−608−14.2%ReducedHolders
Q3 20244,278$902.2K0.4%−10,640−71.3%ReducedHolders
Q2 202414,918$3.02M1.3%−592−3.8%ReducedHolders
Q1 202415,510$3.11M1.3%+395+2.6%AddedHolders
Q4 202315,115$2.57M1.1%+298+2.0%AddedHolders
Q3 202314,817$2.15M1.0%00.0%UnchangedHolders
Q2 202314,817$2.16M1.0%+571+4.0%AddedHolders
Q1 202314,246$1.86M0.9%−130−0.9%ReducedHolders
Q4 202214,376$1.93M1.0%+395+2.8%AddedHolders
Q3 202213,981$1.46M1.1%+65+0.5%AddedHolders
Q2 202213,916$1.57M1.2%+26+0.2%AddedHolders
Q1 202213,890$1.89M1.3%+2,915+26.6%AddedHolders
Q4 202110,975$1.74M1.2%−6,470−37.1%ReducedHolders
Q3 202117,445$2.86M2.1%00.0%UnchangedHolders
Q2 202117,445$2.71M1.7%−3,879−18.2%ReducedHolders
Q1 202121,324$3.25M2.1%––Holders

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