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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Waterford 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)
2,367
Value
$774.8K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of JPM by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,367$774.8K0.2%+154+7.0%AddedHolders
Q1 20262,213$628.0K0.2%00.0%UnchangedHolders
Q4 20252,213$713.1K0.3%00.0%UnchangedHolders
Q3 20252,213$698.0K0.2%−3,663−62.3%ReducedHolders
Q2 20255,876$625.3K0.2%+3,719+172.4%AddedHolders
Q1 20252,157$529.1K0.2%00.0%UnchangedHolders
Q4 20242,157$517.1K0.3%−100−4.4%ReducedHolders
Q3 20242,257$475.9K0.2%00.0%UnchangedHolders
Q2 20242,257$456.5K0.2%+100+4.6%AddedHolders
Q1 20242,157$432.0K0.2%−10−0.5%ReducedHolders
Q4 20232,167$368.6K0.2%+50+2.4%AddedHolders
Q3 20232,117$307.0K0.2%+325+18.1%AddedHolders
Q2 20231,792$261.0K0.1%−22−1.2%ReducedHolders
Q1 20231,814$236.0K0.1%+97+5.6%AddedHolders
Q4 20221,717$230.0K0.1%–No prior filingHolders