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Austin Private Wealth, LLC

SEC CIK
0001800328
Latest filing
Jan 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Austin Private Wealth, 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 Q4 2025 holdings

Shares (Q4 2025)
9,659
Value
$3.11M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of JPM by Austin Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20259,659$3.11M0.2%−521−5.1%ReducedHolders
Q3 202510,180$3.21M0.2%−14−0.1%ReducedHolders
Q2 202510,194$2.96M0.2%+454+4.7%AddedHolders
Q1 20259,740$2.39M0.2%+722+8.0%AddedHolders
Q4 20249,018$2.16M0.2%+166+1.9%AddedHolders
Q3 20248,852$1.87M0.2%+406+4.8%AddedHolders
Q2 20248,446$1.71M0.2%+1,105+15.1%AddedHolders
Q1 20247,341$1.46M0.2%+179+2.5%AddedHolders
Q4 20237,162$1.22M0.2%−138−1.9%ReducedHolders
Q3 20237,300$1.06M0.2%+260+3.7%AddedHolders
Q2 20237,040$1.02M0.1%+269+4.0%AddedHolders
Q1 20236,771$882.3K0.1%+920+15.7%AddedHolders
Q4 20225,851$784.6K0.1%+682+13.2%AddedHolders
Q3 20225,169$540.0K0.1%+64+1.3%AddedHolders
Q2 20225,105$575.0K0.1%−88−1.7%ReducedHolders
Q1 20225,193$708.0K0.1%+169+3.4%AddedHolders
Q4 20215,024$796.0K0.2%−459−8.4%ReducedHolders
Q3 20215,483$897.0K0.2%+440+8.7%AddedHolders
Q2 20215,043$784.0K0.2%−305−5.7%ReducedHolders
Q1 20215,348$814.0K0.2%––Holders

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