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Second Half Financial Partners, LLC

SEC CIK
0001946654
Latest filing
Jul 16, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Second Half Financial Partners, 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)
2,530
Value
$828.1K
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of JPM by Second Half Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,530$828.1K0.3%−138−5.2%ReducedHolders
Q1 20262,668$784.8K0.4%−1,705−39.0%ReducedHolders
Q4 20254,373$1.41M0.6%−56−1.3%ReducedHolders
Q3 20254,429$1.40M0.6%+164+3.8%AddedHolders
Q2 20254,265$1.24M0.6%−338−7.3%ReducedHolders
Q1 20254,603$1.13M0.6%−8,643−65.2%ReducedHolders
Q4 202413,246$3.18M1.6%−303−2.2%ReducedHolders
Q3 202413,549$2.86M1.5%−6,634−32.9%ReducedHolders
Q2 202420,183$4.08M3.3%−625−3.0%ReducedHolders
Q1 202420,808$4.17M1.9%−319−1.5%ReducedHolders
Q4 202321,127$3.59M1.8%−176−0.8%ReducedHolders
Q3 202321,303$3.09M1.5%−5,281−19.9%ReducedHolders
Q2 202326,584$3.87M0.9%+23,748+837.4%AddedHolders
Q1 20232,836$369.5K0.2%−273−8.8%ReducedHolders
Q4 20223,109$435.2K0.3%−138−4.3%ReducedHolders
Q3 20223,247$339.0K0.4%+321+11.0%AddedHolders
Q2 20222,926$445.0K0.4%00.0%UnchangedHolders
Q1 20222,926$445.0K0.4%–No prior filingHolders