Occidental Asset Management, LLC

SEC CIK: 0001770994
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Occidental Asset Management, 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): 34,483
Value: $11.3M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Occidental Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,483	$11.3M	1.1%	+1,198+3.6%	Added	Holders
Q1 2026	33,285	$9.79M	1.2%	+398+1.2%	Added	Holders
Q4 2025	32,887	$10.6M	1.3%	+2,177+7.1%	Added	Holders
Q3 2025	30,710	$9.69M	1.2%	+3,265+11.9%	Added	Holders
Q2 2025	27,445	$7.96M	1.1%	+1,212+4.6%	Added	Holders
Q1 2025	26,233	$6.43M	1.0%	+2,256+9.4%	Added	Holders
Q4 2024	23,977	$5.75M	0.9%	+787+3.4%	Added	Holders
Q3 2024	23,190	$4.89M	0.8%	+1,356+6.2%	Added	Holders
Q2 2024	21,834	$4.42M	0.8%	−1,944−8.2%	Reduced	Holders
Q1 2024	23,778	$4.76M	0.9%	+5,318+28.8%	Added	Holders
Q4 2023	18,460	$3.14M	0.7%	+494+2.7%	Added	Holders
Q3 2023	17,966	$2.61M	0.6%	+295+1.7%	Added	Holders
Q2 2023	17,671	$2.57M	0.6%	+908+5.4%	Added	Holders
Q1 2023	16,763	$2.18M	0.5%	+711+4.4%	Added	Holders
Q4 2022	16,052	$2.15M	0.6%	+1,390+9.5%	Added	Holders
Q3 2022	14,662	$1.53M	0.5%	+869+6.3%	Added	Holders
Q2 2022	13,793	$1.55M	0.5%	+927+7.2%	Added	Holders
Q1 2022	12,866	$1.75M	0.4%	+287+2.3%	Added	Holders
Q4 2021	12,579	$1.99M	0.5%	+758+6.4%	Added	Holders
Q3 2021	11,821	$1.94M	0.5%	+760+6.9%	Added	Holders
Q2 2021	11,061	$1.72M	0.5%	+677+6.5%	Added	Holders
Q1 2021	10,384	$1.58M	0.5%	–	–	Holders

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