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Livermore
Livermore
ZHEN

Clientfirst Wealth Management, LLC

SEC CIK
0001915494
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Clientfirst Wealth Management, 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)
1,504
Value
$492.3K
% of portfolio
0.4%
Quarters held
13
Since Q4 2021
Holdings of JPM by Clientfirst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,504$492.3K0.4%00.0%UnchangedHolders
Q1 20261,504$442.4K0.4%00.0%UnchangedHolders
Q4 20251,504$484.6K0.4%00.0%UnchangedHolders
Q3 20251,504$474.4K0.4%00.0%UnchangedHolders
Q2 20251,504$436.0K0.4%00.0%UnchangedHolders
Q1 20251,504$368.9K0.4%00.0%UnchangedHolders
Q4 20241,504$360.5K0.4%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 20231,504$216.7K0.3%00.0%UnchangedHolders
Q2 20231,504$225.3K0.3%+1,504NewHolders
Q1 20230$00.0%−1,504−100.0%Sold outHolders
Q4 20221,504$201.7K0.3%00.0%UnchangedHolders
Q3 20221,504$203.0K0.3%+1,504NewHolders
Q2 20220$00.0%−1,504−100.0%Sold outHolders
Q1 20221,504$205.0K0.2%00.0%UnchangedHolders
Q4 20211,504$212.0K0.2%–No prior filingHolders