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Livermore
Livermore
ZHEN

Marotta Asset Management

SEC CIK
0001802091
Latest filing
Oct 2, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Marotta Asset Management, 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 Q3 2026 holdings

Shares (Q3 2026)
1,406
Value
$465.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Marotta Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,406$465.1K0.1%00.0%UnchangedHolders
Q2 20261,406$469.7K0.1%+16+1.2%AddedHolders
Q1 20261,390$410.6K0.1%00.0%UnchangedHolders
Q4 20251,390$447.9K0.1%00.0%UnchangedHolders
Q3 20251,390$431.9K0.1%00.0%UnchangedHolders
Q2 20251,390$403.0K0.1%−1,189−46.1%ReducedHolders
Q1 20252,579$543.8K0.1%+274+11.9%AddedHolders
Q4 20242,305$553.2K0.1%−274−10.6%ReducedHolders
Q3 20242,579$543.8K0.1%−23−0.9%ReducedHolders
Q2 20242,602$534.6K0.1%+597+29.8%AddedHolders
Q1 20242,005$401.6K0.1%−455−18.5%ReducedHolders
Q4 20232,460$418.4K0.1%00.0%UnchangedHolders
Q3 20232,460$356.7K0.1%+38+1.6%AddedHolders
Q2 20232,422$352.3K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,422$324.8K0.1%−143−5.6%ReducedHolders
Q3 20222,565$268.0K0.1%00.0%UnchangedHolders
Q2 20222,565$292.5K0.1%−260−9.2%ReducedHolders
Q1 20222,825$385.1K0.1%+140+5.2%AddedHolders
Q4 20212,685$425.2K0.1%00.0%UnchangedHolders
Q3 20212,685$439.5K0.1%00.0%UnchangedHolders
Q2 20212,685$421.8K0.1%+231+9.4%AddedHolders
Q1 20212,454$377.2K0.1%––Holders

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