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Livermore
Livermore
ZHEN

One + One Wealth Management, LLC

SEC CIK
0001860132
Latest filing
Jul 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by One + One Wealth Management, 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)
5,623
Value
$1.84M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of JPM by One + One Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,623$1.84M0.8%−79−1.4%ReducedHolders
Q1 20265,702$1.68M0.7%−2,017−26.1%ReducedHolders
Q4 20257,719$2.49M1.1%−328−4.1%ReducedHolders
Q3 20258,047$2.54M1.2%−670−7.7%ReducedHolders
Q2 20258,717$2.53M1.4%−260−2.9%ReducedHolders
Q1 20258,977$2.20M1.2%−228−2.5%ReducedHolders
Q4 20249,205$2.21M1.3%00.0%UnchangedHolders
Q3 20249,205$1.94M1.2%−100−1.1%ReducedHolders
Q2 20249,305$1.88M1.1%+2,047+28.2%AddedHolders
Q1 20247,258$1.45M0.8%00.0%UnchangedHolders
Q4 20237,258$1.23M0.8%−30−0.4%ReducedHolders
Q3 20237,288$1.06M0.7%−441−5.7%ReducedHolders
Q2 20237,729$1.12M0.7%−615−7.4%ReducedHolders
Q1 20238,344$1.09M0.8%−1,035−11.0%ReducedHolders
Q4 20229,379$1.26M0.9%−165−1.7%ReducedHolders
Q3 20229,544$997.0K0.8%00.0%UnchangedHolders
Q2 20229,544$1.07M0.8%+97+1.0%AddedHolders
Q1 20229,447$1.29M0.9%+91+1.0%AddedHolders
Q4 20219,356$1.48M1.0%00.0%UnchangedHolders
Q3 20219,356$1.53M1.1%00.0%UnchangedHolders
Q2 20219,356$1.46M1.0%+24+0.3%AddedHolders
Q1 20219,332$1.42M1.1%––Holders

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