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Livermore
Livermore
ZHEN

Henrickson Nauta Wealth Advisors, Inc.

SEC CIK
0001903859
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Henrickson Nauta Wealth Advisors, Inc., 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)
3,531
Value
$1.16M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of JPM by Henrickson Nauta Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,531$1.16M0.3%+29+0.8%AddedHolders
Q1 20263,502$1.03M0.3%−2,200−38.6%ReducedHolders
Q4 20255,702$1.91M0.3%+2,225+64.0%AddedHolders
Q3 20253,477$1.10M0.3%−130−3.6%ReducedHolders
Q2 20253,607$1.05M0.4%+102+2.9%AddedHolders
Q1 20253,505$796.1K0.3%+69+2.0%AddedHolders
Q4 20243,436$823.8K0.3%00.0%UnchangedHolders
Q3 20243,436$724.6K0.3%+45+1.3%AddedHolders
Q2 20243,391$686.0K0.3%00.0%UnchangedHolders
Q1 20243,391$662.9K0.3%+261+8.3%AddedHolders
Q4 20233,130$532.5K0.3%+400+14.7%AddedHolders
Q3 20232,730$396.0K0.2%+130+5.0%AddedHolders
Q2 20232,600$378.2K0.3%−6−0.2%ReducedHolders
Q1 20232,606$339.7K0.2%+425+19.5%AddedHolders
Q4 20222,181$292.5K0.2%00.0%UnchangedHolders
Q3 20222,181$228.0K0.2%00.0%UnchangedHolders
Q2 20222,181$246.0K0.2%00.0%UnchangedHolders
Q1 20222,181$297.0K0.2%00.0%UnchangedHolders
Q4 20212,181$316.0K0.3%–No prior filingHolders