Pacific Edge Advisors, LLC

SEC CIK: 0001768887
Latest filing: Oct 13, 2021

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Pacific Edge Advisors, 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 Q3 2021 holdings

Shares (Q3 2021): 1,878
Value: $307.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2021

Holdings of JPM by Pacific Edge Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	1,878	$307.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	1,878	$292.0K	0.2%	+123+7.0%	Added	Holders
Q1 2021	1,755	$267.0K	0.1%	–	–	Holders

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