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Livermore
Livermore
ZHEN

Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Monument Group Wealth 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2023
Holdings of JPM by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−779−100.0%Sold outHolders
Q4 2025779$251.0K0.1%00.0%UnchangedHolders
Q3 2025779$245.7K0.1%−865−52.6%ReducedHolders
Q2 20251,644$476.6K0.3%+144+9.6%AddedHolders
Q1 20251,500$367.9K0.3%00.0%UnchangedHolders
Q4 20241,500$359.6K0.3%00.0%UnchangedHolders
Q3 20241,500$316.3K0.2%−243−13.9%ReducedHolders
Q2 20241,743$352.5K0.2%00.0%UnchangedHolders
Q1 20241,743$349.1K0.3%00.0%UnchangedHolders
Q4 20231,743$296.5K0.3%–No prior filingHolders