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44 Wealth Management LLC

SEC CIK
0001831187
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by 44 Wealth Management 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)
15,522
Value
$5.08M
% of portfolio
1.7%
Quarters held
18
Since Q1 2021
Holdings of JPM by 44 Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,522$5.08M1.7%−987−6.0%ReducedHolders
Q1 202616,509$4.86M1.7%−1,083−6.2%ReducedHolders
Q4 202517,592$5.67M1.9%−160−0.9%ReducedHolders
Q3 202517,752$5.60M1.9%+6,683+60.4%AddedHolders
Q2 202511,069$3.21M1.1%+9+0.1%AddedHolders
Q1 202511,060$2.71M1.0%−24−0.2%ReducedHolders
Q4 202411,084$2.66M1.0%−568−4.9%ReducedHolders
Q3 202411,652$2.60M0.9%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202310,679$1.55M0.5%−1,005−8.6%ReducedHolders
Q1 202311,684$1.52M0.5%−1,130−8.8%ReducedHolders
Q4 202212,814$1.72M0.6%+1,155+9.9%AddedHolders
Q3 202211,659$1.22M0.5%−40.0%ReducedHolders
Q2 202211,663$1.31M0.5%+1,746+17.6%AddedHolders
Q1 20229,917$1.35M0.5%−4,731−32.3%ReducedHolders
Q4 202114,648$2.32M0.8%−1,325−8.3%ReducedHolders
Q3 202115,973$2.62M1.0%−38−0.2%ReducedHolders
Q2 202116,011$2.49M1.0%−766−4.6%ReducedHolders
Q1 202116,777$2.55M1.1%––Holders

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