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Livermore
Livermore
ZHEN

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Atticus 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 overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
7,354
Value
$2.41M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of JPM by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,354$2.41M0.6%−59−0.8%ReducedHolders
Q1 20267,413$2.18M0.6%−409−5.2%ReducedHolders
Q4 20257,822$2.52M0.6%−7−0.1%ReducedHolders
Q3 20257,829$2.47M0.6%+1,376+21.3%AddedHolders
Q2 20256,453$1.87M0.5%+2,551+65.4%AddedHolders
Q1 20253,902$957.2K0.3%+200+5.4%AddedHolders
Q4 20243,702$887.5K0.3%+106+2.9%AddedHolders
Q3 20243,596$758.3K0.2%+217+6.4%AddedHolders
Q2 20243,379$683.3K0.2%+241+7.7%AddedHolders
Q1 20243,138$628.6K0.2%+698+28.6%AddedHolders
Q4 20232,440$415.0K0.1%+35+1.5%AddedHolders
Q3 20232,405$348.7K0.1%+8+0.3%AddedHolders
Q2 20232,397$348.7K0.1%−132−5.2%ReducedHolders
Q1 20232,529$329.6K0.1%−742−22.7%ReducedHolders
Q4 20223,271$438.6K0.2%−101−3.0%ReducedHolders
Q3 20223,372$380.0K0.2%00.0%UnchangedHolders
Q2 20223,372$380.0K0.2%−27−0.8%ReducedHolders
Q1 20223,399$463.0K0.2%+191+6.0%AddedHolders
Q4 20213,208$508.0K0.2%+863+36.8%AddedHolders
Q3 20212,345$384.0K0.2%−10−0.4%ReducedHolders
Q2 20212,355$366.0K0.2%+384+19.5%AddedHolders
Q1 20211,971$300.0K0.1%––Holders

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