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Seven Springs Wealth Group, LLC

SEC CIK
0001803898
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Seven Springs Wealth 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)
714
Value
$233.7K
% of portfolio
0.1%
Quarters held
5
Since Q1 2021
Holdings of JPM by Seven Springs Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026714$233.7K0.1%+714NewHolders
Q2 20250$00.0%−869−100.0%Sold outHolders
Q1 2025869$213.2K0.1%+869NewHolders
Q4 20210$00.0%−1,564−100.0%Sold outHolders
Q3 20211,564$256.0K0.1%00.0%UnchangedHolders
Q2 20211,564$243.0K0.1%+1,207+338.1%AddedHolders
Q1 2021357$54.0K<0.1%––Holders

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