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Canopy Partners, LLC

SEC CIK
0001960860
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Canopy Partners, 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)
14,168
Value
$4.64M
% of portfolio
1.4%
Quarters held
11
Since Q4 2023
Holdings of JPM by Canopy Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,168$4.64M1.4%+42+0.3%AddedHolders
Q1 202614,126$4.16M1.4%−560−3.8%ReducedHolders
Q4 202514,686$4.73M1.5%−208−1.4%ReducedHolders
Q3 202514,894$4.70M1.6%+156+1.1%AddedHolders
Q2 202514,738$4.27M1.6%+125+0.9%AddedHolders
Q1 202514,613$3.58M1.4%−298−2.0%ReducedHolders
Q4 202414,911$3.57M1.4%+2,960+24.8%AddedHolders
Q3 202411,951$2.52M1.1%+877+7.9%AddedHolders
Q2 202411,074$2.24M1.0%00.0%UnchangedHolders
Q1 202411,074$2.22M1.1%−9,496−46.2%ReducedHolders
Q4 202320,570$3.50M2.1%–No prior filingHolders