Skip to main content

Altus Wealth Management, LLC

SEC CIK
0001802107
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Altus Wealth Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of JPM by Altus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,373−100.0%Sold outHolders
Q1 20253,373$827.3K0.4%+6+0.2%AddedHolders
Q4 20243,367$807.2K0.4%+55+1.7%AddedHolders
Q3 20243,312$698.3K0.3%−10.0%ReducedHolders
Q2 20243,313$670.0K0.3%+30+0.9%AddedHolders
Q1 20243,283$657.8K0.3%+178+5.7%AddedHolders
Q4 20233,105$528.2K0.3%+349+12.7%AddedHolders
Q3 20232,756$399.7K0.3%+52+1.9%AddedHolders
Q2 20232,704$393.3K0.3%+44+1.7%AddedHolders
Q1 20232,660$346.7K0.3%+8+0.3%AddedHolders
Q4 20222,652$356.0K0.3%+8+0.3%AddedHolders
Q3 20222,644$276.0K0.2%+10+0.4%AddedHolders
Q2 20222,634$297.0K0.2%+9+0.3%AddedHolders
Q1 20222,625$358.0K0.2%+7+0.3%AddedHolders
Q4 20212,618$415.0K0.2%+7+0.3%AddedHolders
Q3 20212,611$427.0K0.3%+6+0.2%AddedHolders
Q2 20212,605$405.0K0.3%+6+0.2%AddedHolders
Q1 20212,599$396.0K0.3%––Holders

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