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Livermore
Livermore
ZHEN

Matrix Private Capital Group LLC

SEC CIK
0001906866
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Matrix Private Capital Group 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)
8,470
Value
$2.77M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Matrix Private Capital Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,470$2.77M1.2%+11+0.1%AddedHolders
Q1 20268,459$2.49M1.2%+39+0.5%AddedHolders
Q4 20258,420$2.71M1.4%−255−2.9%ReducedHolders
Q3 20258,675$2.74M1.5%−18−0.2%ReducedHolders
Q2 20258,693$2.52M1.5%−1,082−11.1%ReducedHolders
Q1 20259,775$2.40M1.4%−493−4.8%ReducedHolders
Q4 202410,268$2.46M1.4%00.0%UnchangedHolders
Q3 202410,268$2.17M1.2%00.0%UnchangedHolders
Q2 202410,268$2.08M1.3%+89+0.9%AddedHolders
Q1 202410,179$2.04M1.4%−124−1.2%ReducedHolders
Q4 202310,303$1.75M1.3%−264−2.5%ReducedHolders
Q3 202310,567$1.53M1.1%+30.0%AddedHolders
Q2 202310,564$1.54M1.1%−1,187−10.1%ReducedHolders
Q1 202311,751$1.53M1.1%−1,418−10.8%ReducedHolders
Q4 202213,169$1.77M1.2%−75−0.6%ReducedHolders
Q3 202213,244$1.38M0.9%−2,403−15.4%ReducedHolders
Q2 202215,647$1.76M1.0%−69−0.4%ReducedHolders
Q1 202215,716$2.14M1.0%+60+0.4%AddedHolders
Q4 202115,656$2.48M1.2%+249+1.6%AddedHolders
Q3 202115,407$2.52M1.3%+183+1.2%AddedHolders
Q2 202115,224$2.37M1.3%−1,221−7.4%ReducedHolders
Q1 202116,445$2.50M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.