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Livermore
Livermore
ZHEN

Rede Wealth, LLC

SEC CIK
0001842054
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Rede Wealth, 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)
3,338
Value
$1.09M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Rede Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,338$1.09M0.4%00.0%UnchangedHolders
Q1 20263,338$981.9K0.4%00.0%UnchangedHolders
Q4 20253,338$1.08M0.4%−279−7.7%ReducedHolders
Q3 20253,617$1.14M0.9%+126+3.6%AddedHolders
Q2 20253,491$1.01M0.4%−18−0.5%ReducedHolders
Q1 20253,509$860.8K0.3%−53−1.5%ReducedHolders
Q4 20243,562$853.8K0.3%−144−3.9%ReducedHolders
Q3 20243,706$781.5K0.3%+14+0.4%AddedHolders
Q2 20243,692$746.8K0.7%−2−0.1%ReducedHolders
Q1 20243,694$739.8K0.3%+119+3.3%AddedHolders
Q4 20233,575$608.1K0.3%+25+0.7%AddedHolders
Q3 20233,550$514.8K0.3%−139−3.8%ReducedHolders
Q2 20233,689$536.6K0.3%−1,599−30.2%ReducedHolders
Q1 20235,288$689.1K0.4%+20.0%AddedHolders
Q4 20225,286$708.8K0.4%−247−4.5%ReducedHolders
Q3 20225,533$578.0K0.3%−93−1.7%ReducedHolders
Q2 20225,626$633.0K0.4%+98+1.8%AddedHolders
Q1 20225,528$753.0K0.4%+36+0.7%AddedHolders
Q4 20215,492$870.0K0.4%+8+0.1%AddedHolders
Q3 20215,484$898.0K0.5%+251+4.8%AddedHolders
Q2 20215,233$814.0K0.4%+10.0%AddedHolders
Q1 20215,232$797.0K0.5%––Holders

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