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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by W Advisors, 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)
7,746
Value
$2.54M
% of portfolio
1.2%
Quarters held
19
Since Q4 2021
Holdings of JPM by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,746$2.54M1.2%−26−0.3%ReducedHolders
Q1 20267,772$2.29M1.2%−399−4.9%ReducedHolders
Q4 20258,171$2.63M1.3%−494−5.7%ReducedHolders
Q3 20258,665$2.73M1.4%+61+0.7%AddedHolders
Q2 20258,604$2.49M1.4%−141−1.6%ReducedHolders
Q1 20258,745$2.15M1.3%+95+1.1%AddedHolders
Q4 20248,650$2.07M1.3%+46+0.5%AddedHolders
Q3 20248,604$1.81M1.1%+168+2.0%AddedHolders
Q2 20248,436$1.71M1.1%+76+0.9%AddedHolders
Q1 20248,360$1.67M1.1%−14−0.2%ReducedHolders
Q4 20238,374$1.42M1.1%+30.0%AddedHolders
Q3 20238,371$1.21M1.0%+109+1.3%AddedHolders
Q2 20238,262$1.20M0.9%00.0%UnchangedHolders
Q1 20238,262$1.08M0.9%+96+1.2%AddedHolders
Q4 20228,166$1.10M0.9%−149−1.8%ReducedHolders
Q3 20228,315$868.0K0.8%+8+0.1%AddedHolders
Q2 20228,307$935.0K0.8%+52+0.6%AddedHolders
Q1 20228,255$1.13M0.9%+384+4.9%AddedHolders
Q4 20217,871$1.25M0.9%–No prior filingHolders