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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Bellwether 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of JPM by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,155−100.0%Sold outHolders
Q1 20261,155$339.8K0.1%00.0%UnchangedHolders
Q4 20251,155$372.2K0.1%+35+3.1%AddedHolders
Q3 20251,120$353.3K0.1%+63+6.0%AddedHolders
Q2 20251,057$306.4K0.1%−26−2.4%ReducedHolders
Q1 20251,083$265.7K0.1%−40−3.6%ReducedHolders
Q4 20241,123$269.3K<0.1%+88+8.5%AddedHolders
Q3 20241,035$218.3K<0.1%+1,035NewHolders
Q2 20230$00.0%−96−100.0%Sold outHolders
Q1 202396$12.6K<0.1%−49−33.8%ReducedHolders
Q4 2022145$19.5K<0.1%−348−70.6%ReducedHolders
Q3 2022493$51.0K<0.1%+268+119.1%AddedHolders
Q2 2022225$25.0K<0.1%+2+0.9%AddedHolders
Q1 2022223$30.0K<0.1%00.0%UnchangedHolders
Q4 2021223$35.0K<0.1%00.0%UnchangedHolders
Q3 2021223$36.0K<0.1%00.0%UnchangedHolders
Q2 2021223$34.0K<0.1%−142−38.9%ReducedHolders
Q1 2021365$55.0K<0.1%––Holders

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