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Livermore
Livermore
ZHEN

Detalus Advisors, LLC

SEC CIK
0001799677
Latest filing
Jul 27, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Detalus 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)
2,303
Value
$753.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of JPM by Detalus Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,303$753.9K0.1%−323−12.3%ReducedHolders
Q1 20262,626$772.3K0.2%−56−2.1%ReducedHolders
Q4 20252,682$864.3K0.2%+6+0.2%AddedHolders
Q3 20252,676$844.1K0.2%+4+0.1%AddedHolders
Q2 20252,672$774.7K0.2%+21+0.8%AddedHolders
Q1 20252,651$650.3K0.2%−57−2.1%ReducedHolders
Q4 20242,708$649.1K0.2%−91−3.3%ReducedHolders
Q3 20242,799$590.1K0.2%+146+5.5%AddedHolders
Q2 20242,653$536.5K0.2%+871+48.9%AddedHolders
Q1 20241,782$356.9K0.1%+68+4.0%AddedHolders
Q4 20231,714$291.5K0.1%+79+4.8%AddedHolders
Q3 20231,635$237.1K0.1%−100−5.8%ReducedHolders
Q2 20231,735$252.3K0.1%−801−31.6%ReducedHolders
Q1 20232,536$330.4K0.2%−25−1.0%ReducedHolders
Q4 20222,561$343.4K0.2%+99+4.0%AddedHolders
Q3 20222,462$257.0K0.2%+600+32.2%AddedHolders
Q2 20221,862$210.0K0.1%+1,862NewHolders
Q1 20220$00.0%−1,332−100.0%Sold outHolders
Q4 20211,332$211.0K0.1%−410−23.5%ReducedHolders
Q3 20211,742$285.0K0.1%00.0%UnchangedHolders
Q2 20211,742$271.0K0.1%−808−31.7%ReducedHolders
Q1 20212,550$388.0K0.2%––Holders

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