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Livermore
Livermore
ZHEN

WT Wealth Management

SEC CIK
0001780507
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by WT Wealth Management, 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)
1,670
Value
$546.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by WT Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,670$546.6K0.2%−28−1.6%ReducedHolders
Q1 20261,698$499.5K0.1%−74−4.2%ReducedHolders
Q4 20251,772$571.0K0.2%−32−1.8%ReducedHolders
Q3 20251,804$569.1K0.2%−105−5.5%ReducedHolders
Q2 20251,909$553.4K0.2%+115+6.4%AddedHolders
Q1 20251,794$440.0K0.1%−5−0.3%ReducedHolders
Q4 20241,799$431.3K0.1%−12−0.7%ReducedHolders
Q3 20241,811$408.1K0.1%−46−2.5%ReducedHolders
Q2 20241,857$375.6K0.1%−17,005−90.2%ReducedHolders
Q1 202418,862$3.78M1.3%−456−2.4%ReducedHolders
Q4 202319,318$3.29M1.3%+6,847+54.9%AddedHolders
Q3 202312,471$1.81M0.8%+854+7.4%AddedHolders
Q2 202311,617$1.69M0.7%−232−2.0%ReducedHolders
Q1 202311,849$1.54M0.7%−3,747−24.0%ReducedHolders
Q4 202215,596$2.09M1.0%−2,131−12.0%ReducedHolders
Q3 202217,727$1.85M0.9%+12+0.1%AddedHolders
Q2 202217,715$2.00M1.0%−1,523−7.9%ReducedHolders
Q1 202219,238$2.62M1.0%+986+5.4%AddedHolders
Q4 202118,252$2.89M1.1%+3,554+24.2%AddedHolders
Q3 202114,698$2.41M0.9%+2,015+15.9%AddedHolders
Q2 202112,683$1.97M0.8%+1,984+18.5%AddedHolders
Q1 202110,699$1.63M0.8%––Holders

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