Phoenix Wealth Advisors

SEC CIK: 0001842362
Latest filing: Jul 31, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Phoenix Wealth Advisors, 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): 13,655
Value: $4.47M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Phoenix Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,655	$4.47M	1.5%	−164−1.2%	Reduced	Holders
Q1 2026	13,819	$4.07M	1.6%	−498−3.5%	Reduced	Holders
Q4 2025	14,317	$4.61M	1.8%	+102+0.7%	Added	Holders
Q3 2025	14,215	$4.48M	1.7%	+46+0.3%	Added	Holders
Q2 2025	14,169	$4.11M	1.7%	−974−6.4%	Reduced	Holders
Q1 2025	15,143	$3.71M	1.6%	−1,819−10.7%	Reduced	Holders
Q4 2024	16,962	$4.07M	1.8%	−449−2.6%	Reduced	Holders
Q3 2024	17,411	$3.67M	1.7%	−1,982−10.2%	Reduced	Holders
Q2 2024	19,393	$3.92M	2.0%	−443−2.2%	Reduced	Holders
Q1 2024	19,836	$3.97M	2.4%	−1,638−7.6%	Reduced	Holders
Q4 2023	21,474	$3.70M	2.6%	−221−1.0%	Reduced	Holders
Q3 2023	21,695	$3.15M	1.8%	+382+1.8%	Added	Holders
Q2 2023	21,313	$3.10M	1.8%	−198−0.9%	Reduced	Holders
Q1 2023	21,511	$2.80M	1.7%	−1,127−5.0%	Reduced	Holders
Q4 2022	22,638	$3.04M	1.8%	+610+2.8%	Added	Holders
Q3 2022	22,028	$2.30M	2.3%	−66−0.3%	Reduced	Holders
Q2 2022	22,094	$2.49M	2.5%	+499+2.3%	Added	Holders
Q1 2022	21,595	$2.84M	2.9%	+261+1.2%	Added	Holders
Q4 2021	21,334	$3.38M	2.6%	+1,208+6.0%	Added	Holders
Q3 2021	20,126	$3.29M	2.5%	+91+0.5%	Added	Holders
Q2 2021	20,035	$3.07M	2.2%	−186−0.9%	Reduced	Holders
Q1 2021	20,221	$3.11M	2.4%	–	–	Holders

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