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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Bartlett & Co. Wealth Management 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)
739,408
Value
$242.0M
% of portfolio
3.0%
Quarters held
22
Since Q1 2021
Holdings of JPM by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026739,408$242.0M3.0%+717+0.1%AddedHolders
Q1 2026738,691$227.3M2.9%−8,192−1.1%ReducedHolders
Q4 2025746,883$240.7M3.1%−8,340−1.1%ReducedHolders
Q3 2025755,223$238.2M3.2%−12,105−1.6%ReducedHolders
Q2 2025767,328$222.5M3.1%+11,988+1.6%AddedHolders
Q1 2025755,340$185.3M2.7%−6,127−0.8%ReducedHolders
Q4 2024761,467$182.5M2.6%−8,025−1.0%ReducedHolders
Q3 2024769,492$162.3M2.3%−21,301−2.7%ReducedHolders
Q2 2024790,793$159.9M2.4%−6,777−0.8%ReducedHolders
Q1 2024797,570$159.8M2.5%−23,547−2.9%ReducedHolders
Q4 2023821,117$139.8M2.3%+2,427+0.3%AddedHolders
Q3 2023818,690$118.7M2.1%+5,039+0.6%AddedHolders
Q2 2023813,651$118.3M2.0%+77,340+10.5%AddedHolders
Q1 2023736,311$95.9M1.9%+11,166+1.5%AddedHolders
Q4 2022725,145$97.2M2.0%+5,231+0.7%AddedHolders
Q3 2022719,914$75.2M1.6%−883−0.1%ReducedHolders
Q2 2022720,797$81.2M1.6%+2,832+0.4%AddedHolders
Q1 2022717,965$97.9M1.7%+38,401+5.7%AddedHolders
Q4 2021679,564$107.6M1.8%+2,888+0.4%AddedHolders
Q3 2021676,676$110.8M2.1%+3,178+0.5%AddedHolders
Q2 2021673,498$104.8M2.0%+1,704+0.3%AddedHolders
Q1 2021671,794$102.3M2.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.