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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by LM 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 (Q2 2026)
13,918
Value
$4.56M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of JPM by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,918$4.56M0.5%+9,796+237.7%AddedHolders
Q1 20264,122$14.0K0.3%−128−3.0%ReducedHolders
Q4 20254,250$13.2K0.3%−8,912−67.7%ReducedHolders
Q3 202513,162$4.15M0.6%+110+0.8%AddedHolders
Q2 202513,052$3.78M0.5%+3,101+31.2%AddedHolders
Q1 20259,951$2.44M0.4%+49+0.5%AddedHolders
Q4 20249,902$2.37M0.4%−5,251−34.7%ReducedHolders
Q3 202415,153$3.19M0.6%−263−1.7%ReducedHolders
Q2 202415,416$3.12M<0.1%−609−3.8%ReducedHolders
Q1 202416,025$3.21M0.5%+2,077+14.9%AddedHolders
Q4 202313,948$2.37M0.5%–No prior filingHolders