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Sandy Cove Advisors, LLC

SEC CIK
0001908217
Latest filing
Jul 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sandy Cove 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 Q2 2026 holdings

Shares (Q2 2026)
10,142
Value
$3.32M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of JPM by Sandy Cove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,142$3.32M0.8%+374+3.8%AddedHolders
Q1 20269,768$2.87M0.9%+32+0.3%AddedHolders
Q4 20259,736$3.14M0.9%−499−4.9%ReducedHolders
Q3 202510,235$3.23M1.0%+98+1.0%AddedHolders
Q2 202510,137$2.94M1.1%+1,186+13.2%AddedHolders
Q1 20258,951$2.20M0.9%−657−6.8%ReducedHolders
Q4 20249,608$2.30M0.9%+299+3.2%AddedHolders
Q3 20249,309$1.96M0.8%−142−1.5%ReducedHolders
Q2 20249,451$1.91M0.9%+18+0.2%AddedHolders
Q1 20249,433$1.89M0.9%+1,590+20.3%AddedHolders
Q4 20237,843$1.33M0.7%+740+10.4%AddedHolders
Q3 20237,103$1.03M0.6%+32+0.5%AddedHolders
Q2 20237,071$1.03M0.6%+2,074+41.5%AddedHolders
Q1 20234,997$651.2K0.5%00.0%UnchangedHolders
Q4 20224,997$670.1K0.5%+619+14.1%AddedHolders
Q3 20224,378$458.0K0.4%+238+5.7%AddedHolders
Q2 20224,140$466.0K0.4%+3+0.1%AddedHolders
Q1 20224,137$564.0K0.5%+324+8.5%AddedHolders
Q4 20213,813$604.0K0.5%–No prior filingHolders