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Livermore
Livermore
ZHEN

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Client 1st Advisory Group, 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)
3,659
Value
$1.20M
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of JPM by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,659$1.20M0.3%+155+4.4%AddedHolders
Q1 20263,504$1.03M0.3%+287+8.9%AddedHolders
Q4 20253,217$1.04M0.3%+420+15.0%AddedHolders
Q3 20252,797$882.4K0.3%+224+8.7%AddedHolders
Q2 20252,573$745.9K0.3%+101+4.1%AddedHolders
Q1 20252,472$606.4K0.2%00.0%UnchangedHolders
Q4 20242,472$592.6K0.2%+190+8.3%AddedHolders
Q3 20242,282$481.2K0.2%+632+38.3%AddedHolders
Q2 20241,650$333.7K0.1%00.0%UnchangedHolders
Q1 20241,650$330.5K0.1%00.0%UnchangedHolders
Q4 20231,650$280.7K0.1%00.0%UnchangedHolders
Q3 20231,650$239.3K0.1%−15−0.9%ReducedHolders
Q2 20231,665$242.2K0.1%+1,665NewHolders