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Livermore
Livermore
ZHEN

Hillcrest Wealth Advisors - NY, LLC

SEC CIK
0001767121
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Hillcrest Wealth Advisors - NY, 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)
3,080
Value
$1.01M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Hillcrest Wealth Advisors - NY, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,080$1.01M0.4%+85+2.8%AddedHolders
Q1 20262,995$881.0K0.4%00.0%UnchangedHolders
Q4 20252,995$965.0K0.4%00.0%UnchangedHolders
Q3 20252,995$944.7K0.4%00.0%UnchangedHolders
Q2 20252,995$868.3K0.4%−395−11.7%ReducedHolders
Q1 20253,390$831.6K0.4%−420−11.0%ReducedHolders
Q4 20243,810$913.3K0.4%−500−11.6%ReducedHolders
Q3 20244,310$908.8K0.5%00.0%UnchangedHolders
Q2 20244,310$871.7K0.5%00.0%UnchangedHolders
Q1 20244,310$863.3K0.5%00.0%UnchangedHolders
Q4 20234,310$733.1K0.4%00.0%UnchangedHolders
Q3 20234,310$625.0K0.4%00.0%UnchangedHolders
Q2 20234,310$626.8K0.4%00.0%UnchangedHolders
Q1 20234,310$561.6K0.3%00.0%UnchangedHolders
Q4 20224,310$578.0K0.3%−27−0.6%ReducedHolders
Q3 20224,337$453.0K0.3%00.0%UnchangedHolders
Q2 20224,337$488.0K0.3%00.0%UnchangedHolders
Q1 20224,337$591.0K0.3%00.0%UnchangedHolders
Q4 20214,337$687.0K0.4%00.0%UnchangedHolders
Q3 20214,337$710.0K0.4%+27+0.6%AddedHolders
Q2 20214,310$670.0K0.4%+292+7.3%AddedHolders
Q1 20214,018$612.0K0.4%––Holders

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