Sightline Wealth Advisors, LLC

SEC CIK: 0001841979
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sightline Wealth Advisors, 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 (Q2 2026): 788
Value: $257.9K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of JPM by Sightline Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	788	$257.9K	0.1%	+13+1.7%	Added	Holders
Q1 2026	775	$228.0K	0.1%	00.0%	Unchanged	Holders
Q4 2025	775	$249.7K	0.1%	−4−0.5%	Reduced	Holders
Q3 2025	779	$245.7K	0.1%	00.0%	Unchanged	Holders
Q2 2025	779	$225.8K	0.1%	+779	New	Holders