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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Regent Peak Wealth 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)
7,828
Value
$2.56M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of JPM by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,828$2.56M0.5%+245+3.2%AddedHolders
Q1 20267,583$2.23M0.5%+232+3.2%AddedHolders
Q4 20257,351$2.37M0.5%−29−0.4%ReducedHolders
Q3 20257,380$2.33M0.5%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20256,543$1.60M0.4%+26+0.4%AddedHolders
Q4 20246,517$1.56M0.4%+148+2.3%AddedHolders
Q3 20246,369$1.34M0.3%+79+1.3%AddedHolders
Q2 20246,290$1.27M0.3%+22+0.4%AddedHolders
Q1 20246,268$1.26M0.3%−92−1.4%ReducedHolders
Q4 20236,360$1.08M0.3%+86+1.4%AddedHolders
Q3 20236,274$909.9K0.3%+265+4.4%AddedHolders
Q2 20236,009$873.9K0.3%+30+0.5%AddedHolders
Q1 20235,979$779.1K0.2%−656−9.9%ReducedHolders
Q4 20226,635$889.8K0.3%+525+8.6%AddedHolders
Q3 20226,110$638.0K0.2%+218+3.7%AddedHolders
Q2 20225,892$663.0K0.2%+144+2.5%AddedHolders
Q1 20225,748$784.0K0.2%−602−9.5%ReducedHolders
Q4 20216,350$1.01M0.3%+140+2.3%AddedHolders
Q3 20216,210$1.02M0.3%+55+0.9%AddedHolders
Q2 20216,155$934.0K0.3%+496+8.8%AddedHolders
Q1 20215,659$861.0K0.3%––Holders

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