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Livermore
Livermore
ZHEN

Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wealth Advisory Solutions, 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)
34,035
Value
$11.1M
% of portfolio
2.3%
Quarters held
21
Since Q1 2021
Holdings of JPM by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,035$11.1M2.3%−330−1.0%ReducedHolders
Q1 202634,365$10.1M2.3%−1,182−3.3%ReducedHolders
Q4 202535,547$11.5M2.7%−219−0.6%ReducedHolders
Q3 202535,766$11.3M2.7%−788−2.2%ReducedHolders
Q2 202536,554$10.6M2.7%−318−0.9%ReducedHolders
Q1 202536,872$9.04M2.4%−4,977−11.9%ReducedHolders
Q4 202441,849$10.0M2.8%+581+1.4%AddedHolders
Q3 202441,268$8.70M2.4%−5,062−10.9%ReducedHolders
Q2 202446,330$9.37M2.5%−543−1.2%ReducedHolders
Q1 202446,873$9.39M2.4%−3,056−6.1%ReducedHolders
Q4 202349,929$8.49M3.0%−50,440−50.3%ReducedHolders
Q3 2023100,369$15.8M3.1%+46,931+87.8%AddedHolders
Q2 202353,438$7.77M2.1%−382−0.7%ReducedHolders
Q1 202353,820$7.01M1.9%−1,703−3.1%ReducedHolders
Q4 202255,523$7.45M2.0%+508+0.9%AddedHolders
Q3 202255,015$5.75M1.6%−449−0.8%ReducedHolders
Q2 202255,464$6.25M1.5%+1,497+2.8%AddedHolders
Q1 202253,967$7.36M1.5%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202154,041$8.85M2.0%+90.0%AddedHolders
Q2 202154,032$8.40M2.0%−34,092−38.7%ReducedHolders
Q1 202188,124$4.97M3.7%––Holders

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