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LPWM LLC

SEC CIK
0001801101
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by LPWM 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)
1,117
Value
$365.6K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of JPM by LPWM LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,117$365.6K0.1%−11−1.0%ReducedHolders
Q1 20261,128$331.8K0.1%+68+6.4%AddedHolders
Q4 20251,060$341.6K0.1%00.0%UnchangedHolders
Q3 20251,060$334.4K0.1%00.0%UnchangedHolders
Q2 20251,060$307.3K0.1%00.0%UnchangedHolders
Q1 20251,060$260.0K0.1%−50−4.5%ReducedHolders
Q4 20241,110$266.1K0.1%00.0%UnchangedHolders
Q3 20241,110$227.8K0.1%00.0%UnchangedHolders
Q2 20241,110$227.7K0.1%+1,110NewHolders