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Livermore
Livermore
ZHEN

Lakeside Advisors, INC.

SEC CIK
0001913467
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Lakeside Advisors, 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)
1,267
Value
$414.7K
% of portfolio
0.3%
Quarters held
17
Since Q4 2021
Holdings of JPM by Lakeside Advisors, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,267$414.7K0.3%+1+0.1%AddedHolders
Q1 20261,266$372.5K0.2%00.0%UnchangedHolders
Q4 20251,266$407.9K0.3%+1+0.1%AddedHolders
Q3 20251,265$399.1K0.3%−100−7.3%ReducedHolders
Q2 20251,365$395.6K0.3%−49−3.5%ReducedHolders
Q1 20251,414$346.9K0.2%−45−3.1%ReducedHolders
Q4 20241,459$349.6K0.2%−293−16.7%ReducedHolders
Q3 20241,752$369.4K0.2%+1+0.1%AddedHolders
Q2 20241,751$354.2K0.2%00.0%UnchangedHolders
Q1 20241,751$350.7K0.2%+46+2.7%AddedHolders
Q4 20231,705$290.0K0.2%+1+0.1%AddedHolders
Q3 20231,704$247.1K0.2%00.0%UnchangedHolders
Q2 20231,704$247.8K0.2%+1+0.1%AddedHolders
Q1 20231,703$221.9K0.2%+1+0.1%AddedHolders
Q4 20221,702$228.2K0.2%+1,702NewHolders
Q2 20220$00.0%−1,699−100.0%Sold outHolders
Q1 20221,699$232.0K0.2%00.0%UnchangedHolders
Q4 20211,699$269.0K0.2%–No prior filingHolders