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Drive Wealth Management, LLC

SEC CIK
0001952781
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Drive Wealth Management, 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)
10,377
Value
$3.40M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of JPM by Drive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,377$3.40M0.6%+929+9.8%AddedHolders
Q1 20269,448$2.78M0.6%−371−3.8%ReducedHolders
Q4 20259,819$3.16M0.6%+230+2.4%AddedHolders
Q3 20259,589$3.02M0.6%+280+3.0%AddedHolders
Q2 20259,309$2.70M0.6%+175+1.9%AddedHolders
Q1 20259,134$2.24M0.5%−202−2.2%ReducedHolders
Q4 20249,336$2.24M0.5%−349−3.6%ReducedHolders
Q3 20249,685$2.04M0.5%−186−1.9%ReducedHolders
Q2 20249,871$2.00M0.5%+6+0.1%AddedHolders
Q1 20249,865$1.98M0.6%−859−8.0%ReducedHolders
Q4 202310,724$1.82M0.6%−1,073−9.1%ReducedHolders
Q3 202311,797$1.71M0.6%−1,015−7.9%ReducedHolders
Q2 202312,812$1.86M0.7%−366−2.8%ReducedHolders
Q1 202313,178$1.72M0.7%+97+0.7%AddedHolders
Q4 202213,081$1.75M0.9%+2,015+18.2%AddedHolders
Q3 202211,066$1.16M1.1%+1,621+17.2%AddedHolders
Q2 20229,445$1.06M1.0%+1,298+15.9%AddedHolders
Q1 20228,147$1.11M0.9%+3,405+71.8%AddedHolders
Q4 20214,742$751.0K0.7%–No prior filingHolders