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Acumen Wealth Advisors, LLC

SEC CIK
0001939202
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Acumen Wealth 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)
14,821
Value
$4.85M
% of portfolio
1.0%
Quarters held
3
Since Q4 2025
Holdings of JPM by Acumen Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,821$4.85M1.0%+7,648+106.6%AddedHolders
Q1 20267,173$2.11M0.6%+4,526+171.0%AddedHolders
Q4 20252,647$877.5K0.3%–No prior filingHolders