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Livermore
Livermore
ZHEN

Tandem Wealth Advisors LLC

SEC CIK
0001842557
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Tandem 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 overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,826
Value
$925.0K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of JPM by Tandem Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,826$925.0K0.4%+171+6.4%AddedHolders
Q1 20262,655$781.0K0.3%+317+13.6%AddedHolders
Q4 20252,338$753.4K0.3%+399+20.6%AddedHolders
Q3 20251,939$611.6K0.3%−310−13.8%ReducedHolders
Q2 20252,249$652.0K0.3%+126+5.9%AddedHolders
Q1 20252,123$520.8K0.3%+84+4.1%AddedHolders
Q4 20242,039$488.8K0.2%+59+3.0%AddedHolders
Q3 20241,980$417.5K0.2%−20−1.0%ReducedHolders
Q2 20242,000$404.5K0.2%00.0%UnchangedHolders
Q1 20242,000$400.6K0.2%+120+6.4%AddedHolders
Q4 20231,880$319.8K0.2%00.0%UnchangedHolders
Q3 20231,880$272.6K0.2%−28−1.5%ReducedHolders
Q2 20231,908$277.5K0.2%+333+21.1%AddedHolders
Q1 20231,575$205.2K0.1%−26−1.6%ReducedHolders
Q4 20221,601$214.7K0.1%–No prior filingHolders