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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Jeppson 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)
12,527
Value
$4.10M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,527$4.10M1.2%−30−0.2%ReducedHolders
Q1 202612,557$3.69M1.2%−19−0.2%ReducedHolders
Q4 202512,576$4.05M1.3%−29−0.2%ReducedHolders
Q3 202512,605$3.98M1.3%−51−0.4%ReducedHolders
Q2 202512,656$3.67M1.3%−715−5.3%ReducedHolders
Q1 202513,371$3.28M1.2%−898−6.3%ReducedHolders
Q4 202414,269$3.42M1.2%−19−0.1%ReducedHolders
Q3 202414,288$3.01M1.1%−40−0.3%ReducedHolders
Q2 202414,328$2.90M1.1%−9−0.1%ReducedHolders
Q1 202414,337$2.87M1.1%−310−2.1%ReducedHolders
Q4 202314,647$2.49M1.0%−40.0%ReducedHolders
Q3 202314,651$2.12M1.0%−700−4.6%ReducedHolders
Q2 202315,351$2.23M1.0%−296−1.9%ReducedHolders
Q1 202315,647$2.04M0.9%−256−1.6%ReducedHolders
Q4 202215,903$2.13M0.9%−684−4.1%ReducedHolders
Q3 202216,587$1.73M0.8%−706−4.1%ReducedHolders
Q2 202217,293$1.95M0.8%+1,874+12.2%AddedHolders
Q1 202215,419$2.10M1.0%+1,651+12.0%AddedHolders
Q4 202113,768$2.18M1.1%+85+0.6%AddedHolders
Q3 202113,683$2.24M1.2%+210+1.6%AddedHolders
Q2 202113,473$2.10M1.1%−125−0.9%ReducedHolders
Q1 202113,598$2.07M1.2%––Holders

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