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Livermore
Livermore
ZHEN

ERn Financial, LLC

SEC CIK
0001768302
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by ERn Financial, 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)
1,825
Value
$597.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of JPM by ERn Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,825$597.5K0.1%+269+17.3%AddedHolders
Q1 20261,556$457.7K0.1%+7+0.5%AddedHolders
Q4 20251,549$499.1K0.1%00.0%UnchangedHolders
Q3 20251,549$488.6K0.1%−271−14.9%ReducedHolders
Q2 20251,820$527.7K0.1%−4,693−72.1%ReducedHolders
Q1 20256,513$1.60M0.3%−356−5.2%ReducedHolders
Q4 20246,869$1.65M0.2%+323+4.9%AddedHolders
Q3 20246,546$1.38M0.2%+258+4.1%AddedHolders
Q2 20246,288$1.27M0.2%+542+9.4%AddedHolders
Q1 20245,746$1.15M0.2%+110+2.0%AddedHolders
Q4 20235,636$943.6K0.2%−2,574−31.4%ReducedHolders
Q3 20238,210$1.19M0.3%+751+10.1%AddedHolders
Q2 20237,459$1.08M0.2%+223+3.1%AddedHolders
Q1 20237,236$942.9K0.2%+33+0.5%AddedHolders
Q4 20227,203$965.9K0.2%+34+0.5%AddedHolders
Q3 20227,169$749.0K0.2%+201+2.9%AddedHolders
Q2 20226,968$785.0K0.2%+3,196+84.7%AddedHolders
Q1 20223,772$514.0K0.1%+3,772NewHolders
Q4 20210$00.0%−1,879−100.0%Sold outHolders
Q3 20211,879$308.0K0.1%00.0%UnchangedHolders
Q2 20211,879$292.0K0.1%+15+0.8%AddedHolders
Q1 20211,864$284.0K0.1%––Holders

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