Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 3,831
Value: $1.25M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,831	$1.25M	0.2%	−536−12.3%	Reduced	Holders
Q1 2026	4,367	$1.28M	0.2%	+340+8.4%	Added	Holders
Q4 2025	4,027	$1.30M	0.2%	−306−7.1%	Reduced	Holders
Q3 2025	4,333	$1.35M	0.2%	−981−18.5%	Reduced	Holders
Q2 2025	5,314	$1.54M	0.3%	+1,294+32.2%	Added	Holders
Q1 2025	4,020	$986.2K	0.2%	−11,473−74.1%	Reduced	Holders
Q4 2024	15,493	$3.71M	0.6%	+84+0.5%	Added	Holders
Q3 2024	15,409	$3.25M	0.5%	−526−3.3%	Reduced	Holders
Q2 2024	15,935	$3.22M	0.6%	−1,475−8.5%	Reduced	Holders
Q1 2024	17,410	$3.49M	0.8%	−2,181−11.1%	Reduced	Holders
Q4 2023	19,591	$3.33M	0.9%	−1,578−7.5%	Reduced	Holders
Q3 2023	21,169	$3.07M	0.9%	+1,084+5.4%	Added	Holders
Q2 2023	20,085	$2.92M	0.9%	−247−1.2%	Reduced	Holders
Q1 2023	20,332	$2.65M	0.9%	−7,524−27.0%	Reduced	Holders
Q4 2022	27,856	$3.74M	1.3%	−582−2.0%	Reduced	Holders
Q3 2022	28,438	$2.97M	1.7%	+361+1.3%	Added	Holders
Q2 2022	28,077	$3.16M	1.8%	+1,131+4.2%	Added	Holders
Q1 2022	26,946	$3.67M	1.7%	−1,867−6.5%	Reduced	Holders
Q4 2021	28,813	$4.56M	1.8%	+8,770+43.8%	Added	Holders
Q3 2021	20,043	$3.28M	1.6%	+1,806+9.9%	Added	Holders
Q2 2021	18,237	$2.84M	1.4%	+282+1.6%	Added	Holders
Q1 2021	17,955	$2.73M	1.5%	–	–	Holders

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