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Livermore
Livermore
ZHEN

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Monte Financial Group, 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)
8,321
Value
$2.93M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of JPM by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,321$2.93M0.9%−75−0.9%ReducedHolders
Q1 20268,396$2.47M0.9%00.0%UnchangedHolders
Q4 20258,396$2.71M1.0%−159−1.9%ReducedHolders
Q3 20258,555$2.70M1.0%−77−0.9%ReducedHolders
Q2 20258,632$2.50M1.0%+77+0.9%AddedHolders
Q1 20258,555$1.98M0.9%+357+4.4%AddedHolders
Q4 20248,198$1.97M0.8%00.0%UnchangedHolders
Q3 20248,198$1.73M0.7%00.0%UnchangedHolders
Q2 20248,198$1.66M0.7%00.0%UnchangedHolders
Q1 20248,198$1.64M0.7%00.0%UnchangedHolders
Q4 20238,198$1.39M0.7%00.0%UnchangedHolders
Q3 20238,198$1.19M0.6%00.0%UnchangedHolders
Q2 20238,198$1.19M0.6%−1,938−19.1%ReducedHolders
Q1 202310,136$1.32M0.7%00.0%UnchangedHolders
Q4 202210,136$1.36M0.7%−32−0.3%ReducedHolders
Q3 202210,168$1.06M0.7%+32+0.3%AddedHolders
Q2 202210,136$1.14M0.7%00.0%UnchangedHolders
Q1 202210,136$1.38M0.7%−1,275−11.2%ReducedHolders
Q4 202111,411$1.81M1.0%−100−0.9%ReducedHolders
Q3 202111,511$1.88M1.1%00.0%UnchangedHolders
Q2 202111,511$1.79M1.0%−4,040−26.0%ReducedHolders
Q1 202115,551$2.37M1.5%––Holders

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