Monticello Wealth Management, LLC

SEC CIK: 0001791996
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Monticello 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 overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 8,355
Value: $2.73M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Monticello Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,355	$2.73M	0.2%	+907+12.2%	Added	Holders
Q1 2026	7,448	$2.19M	0.1%	−1,322−15.1%	Reduced	Holders
Q4 2025	8,770	$2.83M	0.2%	−528−5.7%	Reduced	Holders
Q3 2025	9,298	$2.93M	0.2%	−545−5.5%	Reduced	Holders
Q2 2025	9,843	$2.85M	0.2%	−3,375−25.5%	Reduced	Holders
Q1 2025	13,218	$3.24M	0.3%	−5,226−28.3%	Reduced	Holders
Q4 2024	18,444	$4.42M	0.4%	−2,437−11.7%	Reduced	Holders
Q3 2024	20,881	$4.40M	0.4%	−4,274−17.0%	Reduced	Holders
Q2 2024	25,155	$5.09M	0.5%	−7,844−23.8%	Reduced	Holders
Q1 2024	32,999	$6.61M	0.6%	−1,937−5.5%	Reduced	Holders
Q4 2023	34,936	$5.94M	0.5%	−518−1.5%	Reduced	Holders
Q3 2023	35,454	$5.14M	0.5%	−6,498−15.5%	Reduced	Holders
Q2 2023	41,952	$6.10M	0.6%	−104−0.2%	Reduced	Holders
Q1 2023	42,056	$5.63M	0.6%	+1,209+3.0%	Added	Holders
Q4 2022	40,847	$5.48M	0.6%	+177+0.4%	Added	Holders
Q3 2022	40,670	$4.25M	0.5%	−20.0%	Reduced	Holders
Q2 2022	40,672	$4.58M	0.5%	−136−0.3%	Reduced	Holders
Q1 2022	40,808	$5.56M	0.5%	+92+0.2%	Added	Holders
Q4 2021	40,716	$6.45M	0.6%	+2,763+7.3%	Added	Holders
Q3 2021	37,953	$6.21M	0.6%	+34,996+1,183.5%	Added	Holders
Q2 2021	2,957	$460.0K	<0.1%	+238+8.8%	Added	Holders
Q1 2021	2,719	$413.0K	<0.1%	–	–	Holders

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