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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Inlet Private Wealth, 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)
38,940
Value
$12.7M
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,940$12.7M3.1%−4,500−10.4%ReducedHolders
Q1 202643,440$12.8M3.3%−5,300−10.9%ReducedHolders
Q4 202548,740$15.7M3.6%−1,750−3.5%ReducedHolders
Q3 202550,490$15.9M3.6%+26+0.1%AddedHolders
Q2 202550,464$14.6M3.6%−160−0.3%ReducedHolders
Q1 202550,624$12.4M3.2%−1,725−3.3%ReducedHolders
Q4 202452,349$12.5M3.3%−1,265−2.4%ReducedHolders
Q3 202453,614$11.3M2.9%−175−0.3%ReducedHolders
Q2 202453,789$10.9M3.0%−582−1.1%ReducedHolders
Q1 202454,371$10.9M3.0%−1,225−2.2%ReducedHolders
Q4 202355,596$9.46M2.9%−150−0.3%ReducedHolders
Q3 202355,746$8.08M2.7%−7,360−11.7%ReducedHolders
Q2 202363,106$9.18M2.3%−100−0.2%ReducedHolders
Q1 202363,206$8.24M2.1%−447−0.7%ReducedHolders
Q4 202263,653$8.54M2.3%+1,693+2.7%AddedHolders
Q3 202261,960$6.47M1.9%+1,503+2.5%AddedHolders
Q2 202260,457$6.81M1.9%+190.0%AddedHolders
Q1 202260,438$8.24M2.1%+179+0.3%AddedHolders
Q4 202160,259$9.54M2.3%−90.0%ReducedHolders
Q3 202160,268$9.87M2.6%00.0%UnchangedHolders
Q2 202160,268$9.37M2.5%+190.0%AddedHolders
Q1 202160,249$9.17M2.6%––Holders

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