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Livermore
Livermore
ZHEN

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Abound Wealth Management, 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)
3,520
Value
$1.15M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of JPM by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,520$1.15M0.2%−250−6.6%ReducedHolders
Q1 20263,770$1.11M0.3%+113+3.1%AddedHolders
Q4 20253,657$1.18M0.3%+93+2.6%AddedHolders
Q3 20253,564$1.12M0.3%+98+2.8%AddedHolders
Q2 20253,466$1.00M0.3%+162+4.9%AddedHolders
Q1 20253,304$810.6K0.3%−5−0.2%ReducedHolders
Q4 20243,309$793.2K0.3%+33+1.0%AddedHolders
Q3 20243,276$690.7K0.2%+40+1.2%AddedHolders
Q2 20243,236$654.5K0.2%+1,788+123.5%AddedHolders
Q1 20241,448$290.1K0.1%+184+14.6%AddedHolders
Q4 20231,264$215.0K0.1%+73+6.1%AddedHolders
Q3 20231,191$172.8K0.1%−12−1.0%ReducedHolders
Q2 20231,203$175.0K0.1%+134+12.5%AddedHolders
Q1 20231,069$139.3K0.1%+94+9.6%AddedHolders
Q4 2022975$130.7K0.1%+29+3.1%AddedHolders
Q3 2022946$98.9K0.1%+116+14.0%AddedHolders
Q2 2022830$93.5K0.1%−12−1.4%ReducedHolders
Q1 2022842$114.8K0.1%−96−10.2%ReducedHolders
Q4 2021938$148.5K0.1%–No prior filingHolders