Tempus Wealth Planning, LLC

SEC CIK: 0001806428
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Tempus Wealth Planning, LLC, 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): 11,735
Value: $3.84M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Tempus Wealth Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,735	$3.84M	0.8%	+170+1.5%	Added	Holders
Q1 2026	11,565	$3.40M	0.8%	+267+2.4%	Added	Holders
Q4 2025	11,298	$3.64M	0.8%	−325−2.8%	Reduced	Holders
Q3 2025	11,623	$3.67M	0.8%	−461−3.8%	Reduced	Holders
Q2 2025	12,084	$3.50M	0.9%	+623+5.4%	Added	Holders
Q1 2025	11,461	$2.81M	0.8%	+340+3.1%	Added	Holders
Q4 2024	11,121	$2.67M	0.8%	+592+5.6%	Added	Holders
Q3 2024	10,529	$2.22M	0.8%	+999+10.5%	Added	Holders
Q2 2024	9,530	$1.93M	0.8%	+428+4.7%	Added	Holders
Q1 2024	9,102	$1.82M	0.8%	+270+3.1%	Added	Holders
Q4 2023	8,832	$1.50M	0.7%	−228−2.5%	Reduced	Holders
Q3 2023	9,060	$1.31M	0.7%	−3,432−27.5%	Reduced	Holders
Q2 2023	12,492	$1.82M	0.8%	−312−2.4%	Reduced	Holders
Q1 2023	12,804	$1.67M	0.8%	−1,502−10.5%	Reduced	Holders
Q4 2022	14,306	$1.92M	1.2%	−1,798−11.2%	Reduced	Holders
Q3 2022	16,104	$1.68M	1.1%	+6,711+71.4%	Added	Holders
Q2 2022	9,393	$1.06M	0.9%	00.0%	Unchanged	Holders
Q1 2022	9,393	$1.28M	0.9%	−660−6.6%	Reduced	Holders
Q4 2021	10,053	$1.59M	0.9%	+393+4.1%	Added	Holders
Q3 2021	9,660	$1.58M	0.9%	+403+4.4%	Added	Holders
Q2 2021	9,257	$1.44M	1.0%	+4,822+108.7%	Added	Holders
Q1 2021	4,435	$675.0K	0.7%	–	–	Holders

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