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Hilltop Wealth Advisors, LLC

SEC CIK
0001786241
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Hilltop Wealth Advisors, 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)
1,533
Value
$501.8K
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of JPM by Hilltop Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,533$501.8K0.3%+226+17.3%AddedHolders
Q1 20261,307$384.6K0.2%+37+2.9%AddedHolders
Q4 20251,270$409.3K0.2%+149+13.3%AddedHolders
Q3 20251,121$353.7K0.2%+9+0.8%AddedHolders
Q2 20251,112$322.5K0.2%−74−6.2%ReducedHolders
Q1 20251,186$291.0K0.2%+133+12.6%AddedHolders
Q4 20241,053$252.5K0.1%−153−12.7%ReducedHolders
Q3 20241,206$254.4K0.1%+41+3.5%AddedHolders
Q2 20241,165$235.7K0.1%+117+11.2%AddedHolders
Q1 20241,048$210.0K0.1%+1,048NewHolders
Q1 20230$00.0%−1,936−100.0%Sold outHolders
Q4 20221,936$259.6K0.2%00.0%UnchangedHolders
Q3 20221,936$202.0K0.2%00.0%UnchangedHolders
Q2 20221,936$218.0K0.2%00.0%UnchangedHolders
Q1 20221,936$264.0K0.2%00.0%UnchangedHolders
Q4 20211,936$307.0K0.2%00.0%UnchangedHolders
Q3 20211,936$317.0K0.2%−200−9.4%ReducedHolders
Q2 20212,136$332.0K0.2%00.0%UnchangedHolders
Q1 20212,136$325.0K0.2%––Holders

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