Williams & Novak, LLC
- SEC CIK
- 0001998419
- Latest filing
- Jul 8, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Williams & Novak, 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)
- 1,404
- Value
- $459.4K
- % of portfolio
- 0.3%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,404 | $459.4K | 0.3% | −14−1.0% | Reduced | Holders |
| Q1 2026 | 1,418 | $419.0K | 0.3% | +128+9.9% | Added | Holders |
| Q4 2025 | 1,290 | $415.5K | 0.3% | +91+7.6% | Added | Holders |
| Q3 2025 | 1,199 | $378.1K | 0.3% | +6+0.5% | Added | Holders |
| Q2 2025 | 1,193 | $345.8K | 0.3% | −100−7.7% | Reduced | Holders |
| Q1 2025 | 1,293 | $315.0K | 0.3% | +43+3.4% | Added | Holders |
| Q4 2024 | 1,250 | $299.5K | 0.3% | −1,159−48.1% | Reduced | Holders |
| Q3 2024 | 2,409 | $508.0K | 0.5% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,409 | $487.2K | 0.5% | +2,409 | New | Holders |