Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 23,396
Value: $7.66M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,396	$7.66M	0.5%	+94+0.4%	Added	Holders
Q1 2026	23,302	$6.85M	0.5%	−711−3.0%	Reduced	Holders
Q4 2025	24,013	$7.74M	0.6%	+3,516+17.2%	Added	Holders
Q3 2025	20,497	$6.47M	0.6%	+245+1.2%	Added	Holders
Q2 2025	20,252	$5.87M	0.6%	+47+0.2%	Added	Holders
Q1 2025	20,205	$4.96M	0.6%	+956+5.0%	Added	Holders
Q4 2024	19,249	$4.61M	0.5%	+800+4.3%	Added	Holders
Q3 2024	18,449	$3.89M	0.4%	+1,273+7.4%	Added	Holders
Q2 2024	17,176	$3.47M	0.4%	−1,291−7.0%	Reduced	Holders
Q1 2024	18,467	$3.70M	0.4%	+2,564+16.1%	Added	Holders
Q4 2023	15,903	$2.71M	0.4%	+850+5.6%	Added	Holders
Q3 2023	15,053	$2.18M	0.3%	−4,417−22.7%	Reduced	Holders
Q2 2023	19,470	$2.83M	0.5%	+4,868+33.3%	Added	Holders
Q1 2023	14,602	$1.90M	0.5%	+799+5.8%	Added	Holders
Q4 2022	13,803	$1.85M	0.5%	+5,752+71.4%	Added	Holders
Q3 2022	8,051	$842.0K	0.3%	−2,183−21.3%	Reduced	Holders
Q2 2022	10,234	$1.15M	0.3%	+3,639+55.2%	Added	Holders
Q1 2022	6,595	$899.0K	0.3%	−571−8.0%	Reduced	Holders
Q4 2021	7,166	$1.14M	0.2%	+580+8.8%	Added	Holders
Q3 2021	6,586	$1.08M	0.2%	−123−1.8%	Reduced	Holders
Q2 2021	6,709	$1.04M	0.2%	+2,578+62.4%	Added	Holders
Q1 2021	4,131	$630.0K	0.1%	–	–	Holders

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