Skip to main content

David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by David Loasby, 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 Q4 2025 holdings

Shares (Q4 2025)
70,008
Value
$22.7M
% of portfolio
1.5%
Quarters held
20
Since Q1 2021
Holdings of JPM by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202570,008$22.7M1.5%+3,709+5.6%AddedHolders
Q3 202566,299$20.4M1.6%+554+0.8%AddedHolders
Q2 202565,745$19.0M1.6%+675+1.0%AddedHolders
Q1 202565,070$14.8M1.5%−237−0.4%ReducedHolders
Q4 202465,307$15.7M1.4%−110−0.2%ReducedHolders
Q3 202465,417$13.4M1.3%+444+0.7%AddedHolders
Q2 202464,973$13.5M1.3%+1,300+2.0%AddedHolders
Q1 202463,673$12.6M1.3%+452+0.7%AddedHolders
Q4 202363,221$10.9M1.2%−551−0.9%ReducedHolders
Q3 202363,772$9.14M1.0%+1,910+3.1%AddedHolders
Q2 202361,862$8.86M1.0%−1,267−2.0%ReducedHolders
Q1 202363,129$8.05M0.9%+21,295+50.9%AddedHolders
Q4 202241,834$5.84M0.8%+1,885+4.7%AddedHolders
Q3 202239,949$4.19M0.7%+74+0.2%AddedHolders
Q2 202239,875$4.57M0.7%+55+0.1%AddedHolders
Q1 202239,820$5.32M0.7%+406+1.0%AddedHolders
Q4 202139,414$6.24M0.8%−2,561−6.1%ReducedHolders
Q3 202141,975$6.88M0.9%+894+2.2%AddedHolders
Q2 202141,081$6.39M0.8%+321+0.8%AddedHolders
Q1 202140,760$6.21M0.9%––Holders

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