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Revisor Wealth Management LLC

SEC CIK
0001887409
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Revisor 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)
12,050
Value
$3.94M
% of portfolio
0.9%
Quarters held
8
Since Q4 2023
Holdings of JPM by Revisor Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,050$3.94M0.9%+821+7.3%AddedHolders
Q1 202611,229$3.30M0.9%−161−1.4%ReducedHolders
Q4 202511,390$3.56M1.0%+4,494+65.2%AddedHolders
Q3 20256,896$2.12M0.7%−200−2.8%ReducedHolders
Q2 20257,096$2.06M0.7%+4,629+187.6%AddedHolders
Q1 20252,467$605.2K0.3%+2,467NewHolders
Q4 20240$00.0%−1,078−100.0%Sold outHolders
Q3 20241,078$227.4K0.1%+1,078NewHolders
Q1 20240$00.0%−1,348−100.0%Sold outHolders
Q4 20231,348$229.3K0.3%+1,348NewHolders