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Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Arbor Trust 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)
15,267
Value
$5.00M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of JPM by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,267$5.00M2.0%−230−1.5%ReducedHolders
Q1 202615,497$4.56M2.0%−590−3.7%ReducedHolders
Q4 202516,087$5.18M2.3%−575−3.5%ReducedHolders
Q3 202516,662$5.26M2.4%−100−0.6%ReducedHolders
Q2 202516,762$4.86M2.4%−1,575−8.6%ReducedHolders
Q1 202518,337$4.50M2.1%−362−1.9%ReducedHolders
Q4 202418,699$4.48M2.1%−138−0.7%ReducedHolders
Q3 202418,837$3.81M2.0%00.0%UnchangedHolders
Q2 202418,837$3.81M2.0%+80.0%AddedHolders
Q1 202418,829$3.70M2.0%+220+1.2%AddedHolders
Q4 202318,609$3.17M1.9%+85+0.5%AddedHolders
Q3 202318,524$2.69M1.8%+61+0.3%AddedHolders
Q2 202318,463$2.69M1.7%+1,360+8.0%AddedHolders
Q1 202317,103$2.23M1.5%00.0%UnchangedHolders
Q4 202217,103$2.29M1.6%+310+1.8%AddedHolders
Q3 202216,793$1.75M1.3%−732−4.2%ReducedHolders
Q2 202217,525$1.97M1.4%+925+5.6%AddedHolders
Q1 202216,600$2.26M1.4%−1,011−5.7%ReducedHolders
Q4 202117,611$2.79M1.6%−25−0.1%ReducedHolders
Q3 202117,636$2.89M1.8%+390+2.3%AddedHolders
Q2 202117,246$2.68M1.7%+245+1.4%AddedHolders
Q1 202117,001$2.58M1.7%––Holders

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