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Channel Wealth LLC

SEC CIK
0001975550
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Channel 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)
18,779
Value
$6.15M
% of portfolio
1.4%
Quarters held
14
Since Q1 2023
Holdings of JPM by Channel Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,779$6.15M1.4%−2,025−9.7%ReducedHolders
Q1 202620,804$6.12M1.5%+1,556+8.1%AddedHolders
Q4 202519,248$6.20M1.6%+7,884+69.4%AddedHolders
Q3 202511,364$3.58M1.0%+55+0.5%AddedHolders
Q2 202511,309$3.28M0.9%+215+1.9%AddedHolders
Q1 202511,094$2.72M0.8%+507+4.8%AddedHolders
Q4 202410,587$2.54M0.8%−3,240−23.4%ReducedHolders
Q3 202413,827$2.92M1.0%+1,346+10.8%AddedHolders
Q2 202412,481$2.52M0.9%−5,614−31.0%ReducedHolders
Q1 202418,095$3.62M1.5%+427+2.4%AddedHolders
Q4 202317,668$3.01M1.4%+2,169+14.0%AddedHolders
Q3 202315,499$2.25M1.3%+2,403+18.3%AddedHolders
Q2 202313,096$1.90M1.1%+2,030+18.3%AddedHolders
Q1 202311,066$1.44M0.9%–No prior filingHolders