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Livermore
Livermore
ZHEN

CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by CSM 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)
144,025
Value
$47.1M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of JPM by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144,025$47.1M1.0%−2,499−1.7%ReducedHolders
Q1 2026146,524$43.1M1.1%−20,947−12.5%ReducedHolders
Q4 2025167,471$54.0M1.5%−5,353−3.1%ReducedHolders
Q3 2025172,824$54.5M1.5%−44,864−20.6%ReducedHolders
Q2 2025217,688$63.1M1.8%+124,546+133.7%AddedHolders
Q1 202593,142$22.8M1.2%−2,135−2.2%ReducedHolders
Q4 202495,277$22.8M1.1%−2,523−2.6%ReducedHolders
Q3 202497,800$20.6M1.3%−2,452−2.4%ReducedHolders
Q2 2024100,252$20.3M1.4%−1,489−1.5%ReducedHolders
Q1 2024101,741$20.4M1.3%+1,970+2.0%AddedHolders
Q4 202399,771$17.0M1.2%−1,738−1.7%ReducedHolders
Q3 2023101,509$14.7M1.3%−1,640−1.6%ReducedHolders
Q2 2023103,149$15.0M1.1%−4,140−3.9%ReducedHolders
Q1 2023107,289$14.0M1.2%+7,699+7.7%AddedHolders
Q4 202299,590$13.4M1.3%+1,750+1.8%AddedHolders
Q3 202297,840$10.2M1.1%−11,380−10.4%ReducedHolders
Q2 2022109,220$12.3M1.1%+1,310+1.2%AddedHolders
Q1 2022107,910$14.7M1.0%−10,480−8.9%ReducedHolders
Q4 2021118,390$18.8M1.3%−370−0.3%ReducedHolders
Q3 2021118,760$19.4M1.5%+300+0.3%AddedHolders
Q2 2021118,460$18.4M1.2%−10,840−8.4%ReducedHolders
Q1 2021129,300$19.7M2.8%––Holders

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