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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Selective Wealth Management, Inc., 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)
2,038
Value
$695.1K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of JPM by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,038$695.1K0.2%+251+14.0%AddedHolders
Q1 20261,787$552.7K0.2%+4+0.2%AddedHolders
Q4 20251,783$551.4K0.2%−211−10.6%ReducedHolders
Q3 20251,994$613.6K0.2%−274−12.1%ReducedHolders
Q2 20252,268$642.1K0.2%−98−4.1%ReducedHolders
Q1 20252,366$558.8K0.2%+17+0.7%AddedHolders
Q4 20242,349$581.3K0.2%+2+0.1%AddedHolders
Q3 20242,347$494.7K0.2%−502−17.6%ReducedHolders
Q2 20242,849$591.6K0.3%−32−1.1%ReducedHolders
Q1 20242,881$563.2K0.2%−98−3.3%ReducedHolders
Q4 20232,979$510.7K0.3%−454−13.2%ReducedHolders
Q3 20233,433$492.1K0.3%−402−10.5%ReducedHolders
Q2 20233,835$556.6K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20224,763$643.4K0.3%−2,060−30.2%ReducedHolders
Q3 20226,823$713.0K0.3%−5,404−44.2%ReducedHolders
Q2 202212,227$1.38M0.5%−173−1.4%ReducedHolders
Q1 202212,400$1.69M0.6%−2,472−16.6%ReducedHolders
Q4 202114,872$2.35M1.0%−611−3.9%ReducedHolders
Q3 202115,483$2.53M1.3%−7,880−33.7%ReducedHolders
Q2 202123,363$3.63M2.9%−4,531−16.2%ReducedHolders
Q1 202127,894$4.25M3.9%––Holders

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