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Livermore
Livermore
ZHEN

Dixon Fnancial Services, Inc.

SEC CIK
0001909993
Latest filing
Jul 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Dixon Fnancial Services, 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)
2,553
Value
$835.7K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of JPM by Dixon Fnancial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,553$835.7K0.3%00.0%UnchangedHolders
Q1 20262,553$751.0K0.3%−5,275−67.4%ReducedHolders
Q4 20257,828$2.52M1.1%00.0%UnchangedHolders
Q3 20257,828$2.47M1.1%+333+4.4%AddedHolders
Q2 20257,495$2.17M1.1%−100−1.3%ReducedHolders
Q1 20257,595$1.86M1.0%00.0%UnchangedHolders
Q4 20247,595$1.82M1.0%−16−0.2%ReducedHolders
Q3 20247,611$1.60M0.9%00.0%UnchangedHolders
Q2 20247,611$1.54M0.9%00.0%UnchangedHolders
Q1 20247,611$1.52M0.8%−122−1.6%ReducedHolders
Q4 20237,733$1.32M0.8%−66−0.8%ReducedHolders
Q3 20237,799$1.13M0.8%+109+1.4%AddedHolders
Q2 20237,690$1.12M0.7%−12−0.2%ReducedHolders
Q1 20237,702$1.00M0.7%+15+0.2%AddedHolders
Q4 20227,687$1.03M0.7%−30.0%ReducedHolders
Q3 20227,690$804.0K0.6%−30.0%ReducedHolders
Q2 20227,693$866.0K0.6%−6−0.1%ReducedHolders
Q1 20227,699$1.05M0.8%+25+0.3%AddedHolders
Q4 20217,674$1.22M0.9%–No prior filingHolders