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Livermore
Livermore
ZHEN

New World Advisors LLC

SEC CIK
0001767724
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by New World 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)
6,080
Value
$1.99M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of JPM by New World Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,080$1.99M0.3%+775+14.6%AddedHolders
Q1 20265,305$1.56M0.3%−345−6.1%ReducedHolders
Q4 20255,650$1.82M0.3%+290+5.4%AddedHolders
Q3 20255,360$1.69M0.3%+919+20.7%AddedHolders
Q2 20254,441$1.29M0.3%+2,109+90.4%AddedHolders
Q1 20252,332$572.0K0.1%+210+9.9%AddedHolders
Q4 20242,122$508.8K0.1%00.0%UnchangedHolders
Q3 20242,122$447.4K0.1%+10.0%AddedHolders
Q2 20242,121$429.0K0.1%−55−2.5%ReducedHolders
Q1 20242,176$435.9K0.1%−15−0.7%ReducedHolders
Q4 20232,191$372.7K0.1%+17+0.8%AddedHolders
Q3 20232,174$315.3K0.1%+202+10.2%AddedHolders
Q2 20231,972$286.8K0.1%−23−1.2%ReducedHolders
Q1 20231,995$260.0K0.1%+102+5.4%AddedHolders
Q4 20221,893$253.9K0.1%+1,893NewHolders
Q3 20220$00.0%−1,889−100.0%Sold outHolders
Q2 20221,889$211.0K0.1%−733−28.0%ReducedHolders
Q1 20222,622$342.0K0.2%+735+39.0%AddedHolders
Q4 20211,887$299.0K0.1%+1+0.1%AddedHolders
Q3 20211,886$324.0K0.1%−12,269−86.7%ReducedHolders
Q2 202114,155$2.20M1.5%+12,542+777.6%AddedHolders
Q1 20211,613$246.0K0.1%––Holders

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