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Long Run Wealth Advisors, LLC

SEC CIK
0001903296
Latest filing
Feb 2, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Long Run Wealth 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 Q4 2025 holdings

Shares (Q4 2025)
18,175
Value
$5.86M
% of portfolio
1.1%
Quarters held
17
Since Q4 2021
Holdings of JPM by Long Run Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202518,175$5.86M1.1%+567+3.2%AddedHolders
Q3 202517,608$5.55M1.1%−1,502−7.9%ReducedHolders
Q2 202519,110$5.54M1.2%−2,675−12.3%ReducedHolders
Q1 202521,785$5.34M1.2%+1,316+6.4%AddedHolders
Q4 202420,469$4.91M1.2%−2,981−12.7%ReducedHolders
Q3 202423,450$4.94M1.2%−1,003−4.1%ReducedHolders
Q2 202424,453$4.95M1.3%−3,435−12.3%ReducedHolders
Q1 202427,888$5.59M1.5%−97−0.3%ReducedHolders
Q4 202327,985$4.76M1.4%+1,500+5.7%AddedHolders
Q3 202326,485$3.84M1.2%+105+0.4%AddedHolders
Q2 202326,380$3.84M1.2%−2,731−9.4%ReducedHolders
Q1 202329,111$3.79M1.3%−1,010−3.4%ReducedHolders
Q4 202230,121$4.04M1.5%+257+0.9%AddedHolders
Q3 202229,864$3.12M1.2%+7,431+33.1%AddedHolders
Q2 202222,433$2.53M1.0%+1,102+5.2%AddedHolders
Q1 202221,331$2.90M1.0%+2,334+12.3%AddedHolders
Q4 202118,997$3.02M1.1%–No prior filingHolders