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Livermore
Livermore
ZHEN

Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Great Point 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)
4,980
Value
$1.63M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of JPM by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,980$1.63M0.3%00.0%UnchangedHolders
Q1 20264,980$1.47M0.3%+19+0.4%AddedHolders
Q4 20254,961$1.60M0.3%−76−1.5%ReducedHolders
Q3 20255,037$1.59M0.3%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20255,665$1.39M0.3%−147−2.5%ReducedHolders
Q4 20245,812$1.39M0.3%00.0%UnchangedHolders
Q3 20245,812$1.23M0.3%+122+2.1%AddedHolders
Q2 20245,690$1.15M0.3%+48+0.9%AddedHolders
Q1 20245,642$1.13M0.3%00.0%UnchangedHolders
Q4 20235,642$959.6K0.2%00.0%UnchangedHolders
Q3 20235,642$818.2K0.2%−18−0.3%ReducedHolders
Q2 20235,660$823.1K0.2%+109+2.0%AddedHolders
Q1 20235,551$723.3K0.2%00.0%UnchangedHolders
Q4 20225,551$744.3K0.2%−100−1.8%ReducedHolders
Q3 20225,651$590.0K0.2%−200−3.4%ReducedHolders
Q2 20225,851$659.0K0.2%+710+13.8%AddedHolders
Q1 20225,141$701.0K0.2%00.0%UnchangedHolders
Q4 20215,141$814.0K0.2%00.0%UnchangedHolders
Q3 20215,141$841.0K0.3%00.0%UnchangedHolders
Q2 20215,141$800.0K0.3%00.0%UnchangedHolders
Q1 20215,141$783.0K0.3%––Holders

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