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Livermore
Livermore
ZHEN

RBA Wealth Management, LLC

SEC CIK
0001776296
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by RBA Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of JPM by RBA Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,142−100.0%Sold outHolders
Q1 20263,142$924.2K0.3%−39−1.2%ReducedHolders
Q4 20253,181$1.02M0.3%−74−2.3%ReducedHolders
Q3 20253,255$1.03M0.4%−17−0.5%ReducedHolders
Q2 20253,272$948.7K0.4%−33−1.0%ReducedHolders
Q1 20253,305$810.8K0.3%−140−4.1%ReducedHolders
Q4 20243,445$825.8K0.3%−141−3.9%ReducedHolders
Q3 20243,586$756.1K0.3%−28−0.8%ReducedHolders
Q2 20243,614$730.9K0.3%−47−1.3%ReducedHolders
Q1 20243,661$733.3K0.3%−9−0.2%ReducedHolders
Q4 20233,670$624.2K0.3%−73−2.0%ReducedHolders
Q3 20233,743$542.9K0.3%−13−0.3%ReducedHolders
Q2 20233,756$546.3K0.3%−30,084−88.9%ReducedHolders
Q1 202333,840$4.41M2.2%+910+2.8%AddedHolders
Q4 202232,930$4.42M2.3%+1,098+3.4%AddedHolders
Q3 202231,832$3.33M1.9%+846+2.7%AddedHolders
Q2 202230,986$3.49M1.9%+1,757+6.0%AddedHolders
Q1 202229,229$3.98M1.9%+564+2.0%AddedHolders
Q4 202128,665$4.54M2.1%+28,665NewHolders
Q2 20210$00.0%−28,008−100.0%Sold outHolders
Q1 202128,008$4.26M3.6%––Holders

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