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Chico Wealth RIA

SEC CIK
0001926037
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Chico Wealth RIA, 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)
779
Value
$255.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of JPM by Chico Wealth RIA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026779$255.0K0.1%+13+1.7%AddedHolders
Q1 2026766$225.3K0.1%+15+2.0%AddedHolders
Q4 2025751$242.0K0.2%+751NewHolders