RMR Wealth Builders

SEC CIK: 0001803848
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by RMR Wealth Builders, 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): 42,694
Value: $14.0M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of JPM by RMR Wealth Builders, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,694	$14.0M	0.9%	+3,753+9.6%	Added	Holders
Q1 2026	38,941	$11.5M	0.9%	+1,414+3.8%	Added	Holders
Q4 2025	37,527	$12.1M	1.0%	+1,204+3.3%	Added	Holders
Q3 2025	36,323	$11.5M	1.0%	+1,086+3.1%	Added	Holders
Q2 2025	35,237	$10.2M	0.9%	+1,577+4.7%	Added	Holders
Q1 2025	33,660	$8.26M	0.9%	+603+1.8%	Added	Holders
Q4 2024	33,057	$7.92M	0.8%	+1,382+4.4%	Added	Holders
Q3 2024	31,675	$6.68M	0.7%	+40+0.1%	Added	Holders
Q2 2024	31,635	$6.40M	0.7%	+1,253+4.1%	Added	Holders
Q1 2024	30,382	$6.09M	0.7%	+1,526+5.3%	Added	Holders
Q4 2023	28,856	$4.91M	0.7%	+1,945+7.2%	Added	Holders
Q3 2023	26,911	$3.90M	0.6%	+3,348+14.2%	Added	Holders
Q2 2023	23,563	$3.43M	0.6%	−1,315−5.3%	Reduced	Holders
Q1 2023	24,878	$3.24M	0.6%	+35+0.1%	Added	Holders
Q4 2022	24,843	$3.33M	0.8%	+121+0.5%	Added	Holders
Q3 2022	24,722	$2.58M	0.6%	+379+1.6%	Added	Holders
Q2 2022	24,343	$2.74M	0.7%	−1,442−5.6%	Reduced	Holders
Q1 2022	25,785	$3.52M	0.8%	+13,902+117.0%	Added	Holders
Q4 2021	11,883	$1.88M	0.5%	−14,813−55.5%	Reduced	Holders
Q3 2021	26,696	$4.37M	1.3%	+910+3.5%	Added	Holders
Q2 2021	25,786	$4.01M	1.3%	−2,962−10.3%	Reduced	Holders
Q1 2021	28,748	$4.38M	1.1%	–	–	Holders

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