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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by IVC 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)
3,583
Value
$1.17M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,583$1.17M0.5%−18−0.5%ReducedHolders
Q1 20263,601$1.06M0.5%+67+1.9%AddedHolders
Q4 20253,534$1.14M0.5%+92+2.7%AddedHolders
Q3 20253,442$1.09M0.5%+115+3.5%AddedHolders
Q2 20253,327$964.5K0.5%+53+1.6%AddedHolders
Q1 20253,274$803.2K0.4%−252−7.1%ReducedHolders
Q4 20243,526$845.2K0.5%−487−12.1%ReducedHolders
Q3 20244,013$846.1K0.5%+78+2.0%AddedHolders
Q2 20243,935$795.9K0.4%−15−0.4%ReducedHolders
Q1 20243,950$791.1K0.5%−7−0.2%ReducedHolders
Q4 20233,957$673.1K0.4%+23+0.6%AddedHolders
Q3 20233,934$570.6K0.4%+5+0.1%AddedHolders
Q2 20233,929$571.4K0.4%+121+3.2%AddedHolders
Q1 20233,808$496.3K0.4%+70+1.9%AddedHolders
Q4 20223,738$501.2K0.4%+97+2.7%AddedHolders
Q3 20223,641$381.0K0.3%−11−0.3%ReducedHolders
Q2 20223,652$411.0K0.3%+193+5.6%AddedHolders
Q1 20223,459$472.0K0.3%+568+19.6%AddedHolders
Q4 20212,891$458.0K0.3%+19+0.7%AddedHolders
Q3 20212,872$470.0K0.3%+10.0%AddedHolders
Q2 20212,871$447.0K0.3%+13+0.5%AddedHolders
Q1 20212,858$435.0K0.3%––Holders

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