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AJ Advisors, LLC

SEC CIK
0001951167
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by AJ 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)
4,784
Value
$1.57M
% of portfolio
0.5%
Quarters held
14
Since Q4 2022
Holdings of JPM by AJ Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,784$1.57M0.5%+15+0.3%AddedHolders
Q1 20264,769$1.40M0.5%−374−7.3%ReducedHolders
Q4 20255,143$1.66M0.6%−304−5.6%ReducedHolders
Q3 20255,447$1.72M0.7%−854−13.6%ReducedHolders
Q2 20256,301$1.83M0.8%−640−9.2%ReducedHolders
Q1 20256,941$1.70M0.9%+10+0.1%AddedHolders
Q4 20246,931$1.66M0.9%−246−3.4%ReducedHolders
Q3 20247,177$1.51M0.8%+26+0.4%AddedHolders
Q2 20247,151$1.45M0.8%−2,728−27.6%ReducedHolders
Q1 20249,879$1.98M1.1%−22−0.2%ReducedHolders
Q4 20239,901$1.68M1.0%+5,844+144.0%AddedHolders
Q3 20234,057$588.3K0.4%+2,523+164.5%AddedHolders
Q2 20231,534$223.1K0.2%+1,534NewHolders
Q1 20230$00.0%−1,776−100.0%Sold outHolders
Q4 20221,776$238.1K0.2%–No prior filingHolders