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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Altus Wealth Group 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)
7,445
Value
$2.44M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of JPM by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,445$2.44M0.9%+244+3.4%AddedHolders
Q1 20267,201$2.12M0.9%+606+9.2%AddedHolders
Q4 20256,595$2.13M0.8%−440−6.3%ReducedHolders
Q3 20257,035$2.22M0.9%−74−1.0%ReducedHolders
Q2 20257,109$2.06M0.9%+327+4.8%AddedHolders
Q1 20256,782$1.66M0.8%−905−11.8%ReducedHolders
Q4 20247,687$1.84M0.8%−8−0.1%ReducedHolders
Q3 20247,695$1.62M0.7%+668+9.5%AddedHolders
Q2 20247,027$1.42M0.7%−442−5.9%ReducedHolders
Q1 20247,469$1.50M0.8%−56−0.7%ReducedHolders
Q4 20237,525$1.28M0.7%+83+1.1%AddedHolders
Q3 20237,442$1.08M0.7%−163−2.1%ReducedHolders
Q2 20237,605$1.11M0.7%+41+0.5%AddedHolders
Q1 20237,564$985.7K0.7%−105−1.4%ReducedHolders
Q4 20227,669$1.03M0.8%+1,388+22.1%AddedHolders
Q3 20226,281$1.03M1.0%00.0%UnchangedHolders
Q2 20226,281$1.03M1.0%+88+1.4%AddedHolders
Q1 20226,193$844.0K0.7%−137−2.2%ReducedHolders
Q4 20216,330$1.00M0.8%+49+0.8%AddedHolders
Q3 20216,281$1.03M1.0%+390+6.6%AddedHolders
Q2 20215,891$917.0K0.9%−3−0.1%ReducedHolders
Q1 20215,894$917.0K0.9%––Holders

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