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Enzi Wealth

SEC CIK
0001887441
Latest filing
Jul 15, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Enzi Wealth, 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)
1,304
Value
$447.1K
% of portfolio
0.1%
Quarters held
12
Since Q3 2022
Holdings of JPM by Enzi Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,304$447.1K0.1%−15−1.1%ReducedHolders
Q1 20261,319$388.0K0.1%−11−0.8%ReducedHolders
Q4 20251,330$409.5K0.1%+4+0.3%AddedHolders
Q3 20251,326$395.9K0.1%+33+2.6%AddedHolders
Q2 20251,293$370.9K0.1%+1+0.1%AddedHolders
Q1 20251,292$316.1K0.1%−12−0.9%ReducedHolders
Q4 20241,304$342.7K0.1%+67+5.4%AddedHolders
Q3 20241,237$274.0K0.1%−51−4.0%ReducedHolders
Q2 20241,288$263.8K0.1%+105+8.9%AddedHolders
Q1 20241,183$216.4K0.1%+1,183NewHolders
Q1 20230$00.0%−2,427−100.0%Sold outHolders
Q4 20222,427$336.0K0.2%00.0%UnchangedHolders
Q3 20222,427$328.0K0.2%–No prior filingHolders