Visionary Wealth Advisors

SEC CIK: 0001802984
Latest filing: Aug 13, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 53,977
Value: $17.7M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Visionary Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,977	$17.7M	0.7%	−273−0.5%	Reduced	Holders
Q1 2026	54,250	$16.0M	0.7%	−926−1.7%	Reduced	Holders
Q4 2025	55,176	$17.8M	0.8%	−480−0.9%	Reduced	Holders
Q3 2025	55,656	$17.6M	0.8%	−38−0.1%	Reduced	Holders
Q2 2025	55,694	$16.1M	0.8%	−273−0.5%	Reduced	Holders
Q1 2025	55,967	$13.7M	0.8%	−2,567−4.4%	Reduced	Holders
Q4 2024	58,534	$14.0M	0.8%	−1,750−2.9%	Reduced	Holders
Q3 2024	60,284	$12.7M	0.8%	−2,910−4.6%	Reduced	Holders
Q2 2024	63,194	$12.8M	0.8%	−109−0.2%	Reduced	Holders
Q1 2024	63,303	$12.7M	0.9%	−171−0.3%	Reduced	Holders
Q4 2023	63,474	$10.8M	0.8%	−384−0.6%	Reduced	Holders
Q3 2023	63,858	$9.26M	0.8%	−970−1.5%	Reduced	Holders
Q2 2023	64,828	$9.43M	0.8%	−888−1.4%	Reduced	Holders
Q1 2023	65,716	$8.56M	0.7%	−1,102−1.6%	Reduced	Holders
Q4 2022	66,818	$8.96M	0.8%	−755−1.1%	Reduced	Holders
Q3 2022	67,573	$7.06M	0.7%	−4,869−6.7%	Reduced	Holders
Q2 2022	72,442	$8.16M	0.7%	+439+0.6%	Added	Holders
Q1 2022	72,003	$9.81M	0.8%	+1,578+2.2%	Added	Holders
Q4 2021	70,425	$11.2M	0.9%	+541+0.8%	Added	Holders
Q3 2021	69,884	$11.4M	1.2%	+287+0.4%	Added	Holders
Q2 2021	69,597	$10.8M	1.1%	+2,715+4.1%	Added	Holders
Q1 2021	66,882	$10.2M	1.1%	–	–	Holders

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