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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by CWS Financial Advisors, 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)
4,622
Value
$1.51M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of JPM by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,622$1.51M0.3%+7+0.2%AddedHolders
Q1 20264,615$1.36M0.3%+18+0.4%AddedHolders
Q4 20254,597$1.48M0.4%+10.0%AddedHolders
Q3 20254,596$1.45M0.4%+10.0%AddedHolders
Q2 20254,595$1.33M0.4%−266−5.5%ReducedHolders
Q1 20254,861$1.19M0.4%+315+6.9%AddedHolders
Q4 20244,546$1.09M0.4%+10.0%AddedHolders
Q3 20244,545$958.3K0.3%+10.0%AddedHolders
Q2 20244,544$919.1K0.4%−17−0.4%ReducedHolders
Q1 20244,561$913.6K0.4%−1,659−26.7%ReducedHolders
Q4 20236,220$1.06M0.4%−364−5.5%ReducedHolders
Q3 20236,584$954.8K0.4%+20.0%AddedHolders
Q2 20236,582$957.2K0.4%+110+1.7%AddedHolders
Q1 20236,472$843.3K0.3%+341+5.6%AddedHolders
Q4 20226,131$933.0K0.4%−422−6.4%ReducedHolders
Q3 20226,553$685.0K0.3%−800−10.9%ReducedHolders
Q2 20227,353$828.0K0.4%+482+7.0%AddedHolders
Q1 20226,871$937.0K0.4%+166+2.5%AddedHolders
Q4 20216,705$1.06M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20216,237$970.0K0.4%+106+1.7%AddedHolders
Q1 20216,131$933.0K0.4%––Holders

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