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Livermore
Livermore
ZHEN

Agate Pass Investment Management, LLC

SEC CIK
0001900409
Latest filing
Jul 8, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Agate Pass Investment 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)
23,958
Value
$7.84M
% of portfolio
2.9%
Quarters held
19
Since Q4 2021
Holdings of JPM by Agate Pass Investment Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,958$7.84M2.9%−2,513−9.5%ReducedHolders
Q1 202626,471$7.79M3.0%−387−1.4%ReducedHolders
Q4 202526,858$8.65M3.2%−266−1.0%ReducedHolders
Q3 202527,124$8.56M3.3%−189−0.7%ReducedHolders
Q2 202527,313$7.92M3.3%−286−1.0%ReducedHolders
Q1 202527,599$6.77M2.9%+2,315+9.2%AddedHolders
Q4 202425,284$6.06M2.7%+6,034+31.3%AddedHolders
Q3 202419,250$4.06M2.0%−274−1.4%ReducedHolders
Q2 202419,524$3.95M2.1%−527−2.6%ReducedHolders
Q1 202420,051$4.02M2.2%−437−2.1%ReducedHolders
Q4 202320,488$3.49M2.0%+586+2.9%AddedHolders
Q3 202319,902$2.89M2.0%−360−1.8%ReducedHolders
Q2 202320,262$2.95M1.8%+793+4.1%AddedHolders
Q1 202319,469$2.54M1.7%+650+3.5%AddedHolders
Q4 202218,819$2.52M1.8%+264+1.4%AddedHolders
Q3 202218,555$1.94M1.5%−333−1.8%ReducedHolders
Q2 202218,888$2.13M1.5%+332+1.8%AddedHolders
Q1 202218,556$2.53M1.6%+989+5.6%AddedHolders
Q4 202117,567$2.78M1.7%–No prior filingHolders