Castellan Group, LLC

SEC CIK: 0001832521
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Castellan Group, 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of JPM by Castellan Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−644−100.0%	Sold out	Holders
Q4 2025	644	$207.5K	<0.1%	+644	New	Holders
Q2 2021	0	$0	0.0%	−11,243−100.0%	Sold out	Holders
Q1 2021	11,243	$1.71M	0.9%	–	–	Holders

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