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Livermore
Livermore
ZHEN

Atlas Wealth LLC

SEC CIK
0001964106
Latest filing
Jul 28, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Atlas 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 (Q2 2026)
24,980
Value
$8.18M
% of portfolio
1.2%
Quarters held
15
Since Q4 2022
Holdings of JPM by Atlas Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,980$8.18M1.2%−227−0.9%ReducedHolders
Q1 202625,207$7.41M2.2%−999−3.8%ReducedHolders
Q4 202526,206$8.44M2.6%−387−1.5%ReducedHolders
Q3 202526,593$8.39M2.7%−931−3.4%ReducedHolders
Q2 202527,524$7.99M2.9%−137−0.5%ReducedHolders
Q1 202527,661$6.79M2.6%−943−3.3%ReducedHolders
Q4 202428,604$6.86M2.6%−275−1.0%ReducedHolders
Q3 202428,879$6.09M2.6%−171−0.6%ReducedHolders
Q2 202429,050$6.06M0.9%−277−0.9%ReducedHolders
Q1 202429,327$5.87M2.9%−96−0.3%ReducedHolders
Q4 202329,423$4.27M2.3%00.0%UnchangedHolders
Q3 202329,423$4.27M0.8%−309−1.0%ReducedHolders
Q2 202329,732$4.57M0.8%−53−0.2%ReducedHolders
Q1 202329,785$3.88M0.8%−675−2.2%ReducedHolders
Q4 202230,460$4.08M1.1%–No prior filingHolders