Skip to main content
Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Curated Wealth Partners 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)
6,369
Value
$2.08M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of JPM by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,369$2.08M0.2%+990+18.4%AddedHolders
Q1 20265,379$1.58M0.2%−909−14.5%ReducedHolders
Q4 20256,288$2.03M0.2%+2,102+50.2%AddedHolders
Q3 20254,186$1.32M0.2%−363−8.0%ReducedHolders
Q2 20254,549$1.32M0.2%00.0%UnchangedHolders
Q1 20254,549$1.12M0.1%+365+8.7%AddedHolders
Q4 20244,184$1.00M0.1%−97−2.3%ReducedHolders
Q3 20244,281$902.7K0.1%+97+2.3%AddedHolders
Q2 20244,184$846.3K0.1%+4,184NewHolders
Q1 20240$00.0%−4,475−100.0%Sold outHolders
Q4 20234,475$761.2K0.1%−10.0%ReducedHolders
Q3 20234,476$649.1K0.1%−23−0.5%ReducedHolders
Q2 20234,499$654.3K0.1%−14−0.3%ReducedHolders
Q1 20234,513$588.1K0.1%−54−1.2%ReducedHolders
Q4 20224,567$612.4K0.1%+121+2.7%AddedHolders
Q3 20224,446$465.0K0.1%−17−0.4%ReducedHolders
Q2 20224,463$502.0K0.1%+479+12.0%AddedHolders
Q1 20223,984$630.0K0.2%00.0%UnchangedHolders
Q4 20213,984$630.0K0.2%−3−0.1%ReducedHolders
Q3 20213,987$653.0K0.4%00.0%UnchangedHolders
Q2 20213,987$620.0K0.3%−726−15.4%ReducedHolders
Q1 20214,713$722.0K0.4%––Holders

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