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Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Viawealth, 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)
4,894
Value
$1.60M
% of portfolio
0.8%
Quarters held
15
Since Q4 2022
Holdings of JPM by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,894$1.60M0.8%−49−1.0%ReducedHolders
Q1 20264,943$1.45M0.8%+6+0.1%AddedHolders
Q4 20254,937$1.59M0.9%−101−2.0%ReducedHolders
Q3 20255,038$1.59M0.9%−52−1.0%ReducedHolders
Q2 20255,090$1.48M0.9%+108+2.2%AddedHolders
Q1 20254,982$1.22M0.8%+5+0.1%AddedHolders
Q4 20244,977$1.19M0.7%−541−9.8%ReducedHolders
Q3 20245,518$1.16M0.7%−468−7.8%ReducedHolders
Q2 20245,986$1.21M0.8%−119−1.9%ReducedHolders
Q1 20246,105$1.22M0.8%+16+0.3%AddedHolders
Q4 20236,089$1.04M0.7%−586−8.8%ReducedHolders
Q3 20236,675$968.0K0.7%−43−0.6%ReducedHolders
Q2 20236,718$977.4K0.7%+10+0.1%AddedHolders
Q1 20236,708$874.3K0.7%+13+0.2%AddedHolders
Q4 20226,695$919.7K0.8%–No prior filingHolders