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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wealthspan Partners, 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)
1,895
Value
$620.4K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of JPM by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,895$620.4K0.2%−20−1.0%ReducedHolders
Q1 20261,915$563.3K0.2%−49−2.5%ReducedHolders
Q4 20251,964$632.9K0.2%−4−0.2%ReducedHolders
Q3 20251,968$620.9K0.2%00.0%UnchangedHolders
Q2 20251,968$570.5K0.2%+100+5.4%AddedHolders
Q1 20251,868$458.1K0.2%−3−0.2%ReducedHolders
Q4 20241,871$448.6K0.2%−36−1.9%ReducedHolders
Q3 20241,907$402.1K0.2%−23−1.2%ReducedHolders
Q2 20241,930$390.3K0.2%−22−1.1%ReducedHolders
Q1 20241,952$391.1K0.2%00.0%UnchangedHolders
Q4 20231,952$332.1K0.2%−188−8.8%ReducedHolders
Q3 20232,140$310.4K0.2%−98−4.4%ReducedHolders
Q2 20232,238$325.4K0.3%−74−3.2%ReducedHolders
Q1 20232,312$301.3K0.3%−211−8.4%ReducedHolders
Q4 20222,523$338.3K0.3%+26+1.0%AddedHolders
Q3 20222,497$261.0K0.3%+48+2.0%AddedHolders
Q2 20222,449$276.0K0.3%+2+0.1%AddedHolders
Q1 20222,447$334.0K0.3%+2+0.1%AddedHolders
Q4 20212,445$387.0K0.3%–No prior filingHolders