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Livermore
Livermore
ZHEN

Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Three Bridge 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)
1,880
Value
$615.4K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of JPM by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,880$615.4K0.2%+10+0.5%AddedHolders
Q1 20261,870$550.1K0.2%−170−8.3%ReducedHolders
Q4 20252,040$657.3K0.2%00.0%UnchangedHolders
Q3 20252,040$643.5K0.2%−944−31.6%ReducedHolders
Q2 20252,984$865.1K0.2%+944+46.3%AddedHolders
Q1 20252,040$500.4K0.2%00.0%UnchangedHolders
Q4 20242,040$489.0K0.2%+500+32.5%AddedHolders
Q3 20241,540$324.7K0.1%00.0%UnchangedHolders
Q2 20241,540$311.5K0.1%−500−24.5%ReducedHolders
Q1 20242,040$408.6K0.2%00.0%UnchangedHolders
Q4 20232,040$347.0K0.1%00.0%UnchangedHolders
Q3 20232,040$295.8K0.1%00.0%UnchangedHolders
Q2 20232,040$296.7K0.1%00.0%UnchangedHolders
Q1 20232,040$265.8K0.1%+2,040NewHolders