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Warther Private Wealth, LLC

SEC CIK
0001954551
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Warther Private Wealth, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q2 2021
Holdings of JPM by Warther Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,423−100.0%Sold outHolders
Q4 20251,423$458.5K0.1%+139+10.8%AddedHolders
Q3 20251,284$405.0K0.1%−854−39.9%ReducedHolders
Q2 20252,138$619.8K0.2%−317−12.9%ReducedHolders
Q1 20252,455$602.1K0.2%−144−5.5%ReducedHolders
Q4 20242,599$622.9K0.2%−1,411−35.2%ReducedHolders
Q3 20244,010$845.5K0.3%−1,589−28.4%ReducedHolders
Q2 20245,599$1.13M0.4%+980+21.2%AddedHolders
Q1 20244,619$925.2K0.4%+532+13.0%AddedHolders
Q4 20234,087$695.1K0.4%−8,994−68.8%ReducedHolders
Q3 202313,081$1.90M1.3%−3,465−20.9%ReducedHolders
Q2 202316,546$2.41M1.6%+467+2.9%AddedHolders
Q1 202316,079$2.10M1.6%−1,968−10.9%ReducedHolders
Q4 202218,047$2.42M1.8%−3,277−15.4%ReducedHolders
Q3 202221,324$2.23M1.8%−1,116−5.0%ReducedHolders
Q2 202222,440$2.56M1.9%+2,277+11.3%AddedHolders
Q1 202220,163$2.73M1.8%+3,897+24.0%AddedHolders
Q4 202116,266$2.63M2.0%+1,256+8.4%AddedHolders
Q3 202115,010$2.51M2.2%+698+4.9%AddedHolders
Q2 202114,312$2.25M2.2%–No prior filingHolders