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Livermore
Livermore
ZHEN

Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Websterrogers Financial 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)
1,289
Value
$422.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of JPM by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,289$422.2K0.1%00.0%UnchangedHolders
Q1 20261,289$379.4K0.1%+142+12.4%AddedHolders
Q4 20251,147$369.8K0.1%00.0%UnchangedHolders
Q3 20251,147$362.0K0.1%00.0%UnchangedHolders
Q2 20251,147$332.7K0.1%00.0%UnchangedHolders
Q1 20251,147$281.5K0.1%00.0%UnchangedHolders
Q4 20241,147$275.1K0.1%+1,147NewHolders
Q2 20240$00.0%−1,846−100.0%Sold outHolders
Q1 20241,846$369.9K0.1%−290−13.6%ReducedHolders
Q4 20232,136$363.3K0.2%−158−6.9%ReducedHolders
Q3 20232,294$332.7K0.1%+14+0.6%AddedHolders
Q2 20232,280$331.6K0.1%+15+0.7%AddedHolders
Q1 20232,265$295.1K0.1%+16+0.7%AddedHolders
Q4 20222,249$301.6K0.1%+17+0.8%AddedHolders
Q3 20222,232$233.0K0.1%+89+4.2%AddedHolders
Q2 20222,143$241.0K0.1%−53−2.4%ReducedHolders
Q1 20222,196$297.0K0.2%+98+4.7%AddedHolders
Q4 20212,098$332.0K0.1%−279−11.7%ReducedHolders
Q3 20212,377$389.0K0.1%+12+0.5%AddedHolders
Q2 20212,365$348.0K0.1%+12+0.5%AddedHolders
Q1 20212,353$358.0K0.1%––Holders

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