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Modus Advisors, LLC

SEC CIK
0001799284
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Modus 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)
27,432
Value
$8.98M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Modus Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,432$8.98M2.2%+185+0.7%AddedHolders
Q1 202627,247$8.01M2.2%+290+1.1%AddedHolders
Q4 202526,957$8.69M2.3%−312−1.1%ReducedHolders
Q3 202527,269$8.60M2.3%+78+0.3%AddedHolders
Q2 202527,191$7.88M2.3%+145+0.5%AddedHolders
Q1 202527,046$6.63M2.2%+384+1.4%AddedHolders
Q4 202426,662$6.39M2.0%+194+0.7%AddedHolders
Q3 202426,468$5.58M1.8%+59+0.2%AddedHolders
Q2 202426,409$5.34M1.9%+297+1.1%AddedHolders
Q1 202426,112$5.23M1.9%+336+1.3%AddedHolders
Q4 202325,776$4.38M1.8%+318+1.2%AddedHolders
Q3 202325,458$3.69M1.6%+292+1.2%AddedHolders
Q2 202325,166$3.66M1.6%+639+2.6%AddedHolders
Q1 202324,527$3.20M1.5%+181+0.7%AddedHolders
Q4 202224,346$3.26M1.6%+1,176+5.1%AddedHolders
Q3 202223,170$2.42M1.3%+510+2.3%AddedHolders
Q2 202222,660$2.55M1.3%+1,280+6.0%AddedHolders
Q1 202221,380$2.92M1.3%+850+4.1%AddedHolders
Q4 202120,530$3.25M1.4%−997−4.6%ReducedHolders
Q3 202121,527$3.52M1.5%+97+0.5%AddedHolders
Q2 202121,430$3.33M1.4%+116+0.5%AddedHolders
Q1 202121,314$3.25M1.5%––Holders

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