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Laurel Wealth Advisors LLC

SEC CIK
0001757128
Latest filing
Jul 17, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Laurel Wealth Advisors 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)
55,202
Value
$18.1M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of JPM by Laurel Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,202$18.1M1.7%−548−1.0%ReducedHolders
Q1 202655,750$16.8M1.7%+32+0.1%AddedHolders
Q4 202555,718$18.0M2.4%−1,209−2.1%ReducedHolders
Q3 202556,927$18.0M2.5%−973−1.7%ReducedHolders
Q2 202557,900$16.8M2.5%−154−0.3%ReducedHolders
Q1 202558,054$14.2M2.2%−1,555−2.6%ReducedHolders
Q4 202459,609$14.3M2.2%−512−0.9%ReducedHolders
Q3 202460,121$12.7M2.0%−126−0.2%ReducedHolders
Q2 202460,247$12.2M2.1%−3,039−4.8%ReducedHolders
Q1 202463,286$12.7M2.2%−248−0.4%ReducedHolders
Q4 202363,534$10.8M2.1%+1,289+2.1%AddedHolders
Q3 202362,245$9.03M1.9%−3,150−4.8%ReducedHolders
Q2 202365,395$9.51M1.9%−1,674−2.5%ReducedHolders
Q1 202367,069$8.74M1.9%+1,544+2.4%AddedHolders
Q4 202265,525$8.79M2.0%+1,048+1.6%AddedHolders
Q3 202264,477$6.74M1.7%+2,872+4.7%AddedHolders
Q2 202261,605$6.94M1.7%+3,652+6.3%AddedHolders
Q1 202257,953$7.90M1.7%+446+0.8%AddedHolders
Q4 202157,507$9.11M1.9%+702+1.2%AddedHolders
Q3 202156,805$9.30M2.1%−2,297−3.9%ReducedHolders
Q2 202159,102$9.19M2.0%+616+1.1%AddedHolders
Q1 202158,486$8.90M2.2%––Holders

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