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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Core Wealth Advisors, Inc., 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)
4,215
Value
$1.38M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,215$1.38M0.3%+1,598+61.1%AddedHolders
Q1 20262,617$769.8K0.2%+257+10.9%AddedHolders
Q4 20252,360$760.4K0.2%−4−0.2%ReducedHolders
Q3 20252,364$745.7K0.2%+615+35.2%AddedHolders
Q2 20251,749$507.1K0.1%−23−1.3%ReducedHolders
Q1 20251,772$434.7K0.1%+23+1.3%AddedHolders
Q4 20241,749$419.3K0.1%+21+1.2%AddedHolders
Q3 20241,728$364.4K0.1%−119−6.4%ReducedHolders
Q2 20241,847$373.6K0.1%+108+6.2%AddedHolders
Q1 20241,739$348.3K0.1%+25+1.5%AddedHolders
Q4 20231,714$291.6K0.1%+722+72.8%AddedHolders
Q3 2023992$143.9K0.1%00.0%UnchangedHolders
Q2 2023992$144.3K0.1%+81+8.9%AddedHolders
Q1 2023911$118.7K<0.1%−59−6.1%ReducedHolders
Q4 2022970$130.1K0.1%00.0%UnchangedHolders
Q3 2022970$101.0K0.1%+6+0.6%AddedHolders
Q2 2022964$109.0K0.1%00.0%UnchangedHolders
Q1 2022964$131.0K0.1%−29−2.9%ReducedHolders
Q4 2021993$157.0K0.1%−104−9.5%ReducedHolders
Q3 20211,097$180.0K0.1%−87−7.3%ReducedHolders
Q2 20211,184$184.0K0.1%−4,130−77.7%ReducedHolders
Q1 20215,314$809.0K0.7%––Holders

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