Monolith Advisors

SEC CIK: 0001904020
Latest filing: Nov 16, 2022

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Monolith Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q3 2022 holdings

Shares (Q3 2022): 1,874
Value: $195.0K
% of portfolio: 0.2%
Quarters held: 4; Since Q4 2021

Holdings of JPM by Monolith Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	1,874	$195.0K	0.2%	00.0%	Unchanged	Holders
Q2 2022	1,874	$211.0K	0.2%	+1,500+401.1%	Added	Holders
Q1 2022	374	$59.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	374	$59.0K	<0.1%	–	No prior filing	Holders