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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Ethos Financial Group, 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)
24,341
Value
$8.34M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of JPM by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,341$8.34M0.6%−1,008−4.0%ReducedHolders
Q1 202625,349$7.58M0.6%+455+1.8%AddedHolders
Q4 202524,894$8.02M0.6%+1,195+5.0%AddedHolders
Q3 202523,699$7.48M0.6%−176−0.7%ReducedHolders
Q2 202523,875$6.92M0.6%+464+2.0%AddedHolders
Q1 202523,411$5.69M0.5%+4,646+24.8%AddedHolders
Q4 202418,765$4.55M0.6%+624+3.4%AddedHolders
Q3 202418,141$3.83M0.6%−93−0.5%ReducedHolders
Q2 202418,234$3.71M0.7%+30.0%AddedHolders
Q1 202418,231$3.65M0.7%−330−1.8%ReducedHolders
Q4 202318,561$3.16M0.7%−1,749−8.6%ReducedHolders
Q3 202320,310$2.95M0.8%+3,399+20.1%AddedHolders
Q2 202316,911$2.20M0.7%00.0%UnchangedHolders
Q1 202316,911$2.20M0.7%−291−1.7%ReducedHolders
Q4 202217,202$2.32M0.8%–No prior filingHolders