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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Avion Wealth, 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)
1,010
Value
$330.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,010$330.0K0.1%+165+19.5%AddedHolders
Q1 2026845$248.0K0.1%−9−1.1%ReducedHolders
Q4 2025854$275.0K0.1%−282−24.8%ReducedHolders
Q3 20251,136$358.0K0.1%+109+10.6%AddedHolders
Q2 20251,027$297.0K0.1%−283−21.6%ReducedHolders
Q1 20251,310$313.0K0.1%00.0%UnchangedHolders
Q4 20241,310$313.0K0.1%+624+91.0%AddedHolders
Q3 2024686$144.0K<0.1%+414+152.2%AddedHolders
Q2 2024272$54.0K<0.1%−1,004−78.7%ReducedHolders
Q1 20241,276$256.0K0.1%+90+7.6%AddedHolders
Q4 20231,186$202.0K0.1%−1,602−57.5%ReducedHolders
Q3 20232,788$404.0K0.1%−227−7.5%ReducedHolders
Q2 20233,015$437.0K0.1%+252+9.1%AddedHolders
Q1 20232,763$370.0K0.1%+21+0.8%AddedHolders
Q4 20222,742$286.0K0.1%00.0%UnchangedHolders
Q3 20222,742$287.0K0.1%−25−0.9%ReducedHolders
Q2 20222,767$312.0K0.1%+51+1.9%AddedHolders
Q1 20222,716$370.0K0.1%00.0%UnchangedHolders
Q4 20212,716$430.0K0.1%00.0%UnchangedHolders
Q3 20212,716$445.0K0.1%00.0%UnchangedHolders
Q2 20212,716$422.0K0.1%+4+0.1%AddedHolders
Q1 20212,712$413.0K0.1%––Holders

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