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Livermore
Livermore
ZHEN

Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Howard Wealth Management, 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)
4,271
Value
$1.40M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of JPM by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,271$1.40M0.5%+57+1.4%AddedHolders
Q1 20264,214$1.24M0.5%+908+27.5%AddedHolders
Q4 20253,306$1.07M0.5%−363−9.9%ReducedHolders
Q3 20253,669$1.16M0.5%−61−1.6%ReducedHolders
Q2 20253,730$1.08M0.5%−33−0.9%ReducedHolders
Q1 20253,763$923.2K0.5%−52−1.4%ReducedHolders
Q4 20243,815$914.5K0.5%−38−1.0%ReducedHolders
Q3 20243,853$812.5K0.5%+16+0.4%AddedHolders
Q2 20243,837$776.1K0.6%−60−1.5%ReducedHolders
Q1 20243,897$780.6K0.6%+415+11.9%AddedHolders
Q4 20233,482$592.3K0.5%+460+15.2%AddedHolders
Q3 20233,022$438.3K0.4%−40−1.3%ReducedHolders
Q2 20233,062$445.3K0.4%00.0%UnchangedHolders
Q1 20233,062$399.0K0.3%+75+2.5%AddedHolders
Q4 20222,987$400.6K0.3%−35−1.2%ReducedHolders
Q3 20223,022$315.0K0.2%+3,022NewHolders
Q2 20220$00.0%−2,901−100.0%Sold outHolders
Q1 20222,901$395.0K0.2%−91−3.0%ReducedHolders
Q4 20212,992$473.0K0.2%+251+9.2%AddedHolders
Q3 20212,741$448.0K0.3%−165−5.7%ReducedHolders
Q2 20212,906$451.0K0.2%+25+0.9%AddedHolders
Q1 20212,881$438.0K0.3%––Holders

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