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Great Diamond Partners, LLC

SEC CIK
0001801112
Latest filing
Jul 17, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Great Diamond Partners, 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)
11,594
Value
$3.80M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of JPM by Great Diamond Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,594$3.80M0.7%+40+0.3%AddedHolders
Q1 202611,554$3.40M0.7%+2,634+29.5%AddedHolders
Q4 20258,920$2.87M0.6%+52+0.6%AddedHolders
Q3 20258,868$2.80M0.5%−36−0.4%ReducedHolders
Q2 20258,904$2.58M0.5%+5,512+162.5%AddedHolders
Q1 20253,392$832.1K0.2%+37+1.1%AddedHolders
Q4 20243,355$804.2K0.2%+142+4.4%AddedHolders
Q3 20243,213$677.5K0.2%−1,831−36.3%ReducedHolders
Q2 20245,044$1.02M0.2%−338−6.3%ReducedHolders
Q1 20245,382$1.08M0.2%−62−1.1%ReducedHolders
Q4 20235,444$926.0K0.2%+53+1.0%AddedHolders
Q3 20235,391$781.8K0.2%+469+9.5%AddedHolders
Q2 20234,922$715.9K0.2%+59+1.2%AddedHolders
Q1 20234,863$633.7K0.2%+425+9.6%AddedHolders
Q4 20224,438$595.1K0.2%−456−9.3%ReducedHolders
Q3 20224,894$511.0K0.2%−835−14.6%ReducedHolders
Q2 20225,729$645.0K0.2%−14,034−71.0%ReducedHolders
Q1 202219,763$2.69M0.7%−1,846−8.5%ReducedHolders
Q4 202121,609$3.42M0.9%+526+2.5%AddedHolders
Q3 202121,083$3.45M0.9%+1,363+6.9%AddedHolders
Q2 202119,720$3.07M0.9%+362+1.9%AddedHolders
Q1 202119,358$2.95M0.9%––Holders

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