Adapt Wealth Advisors, LLC

SEC CIK: 0002013937
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Adapt 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 overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 847
Value: $277.2K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of JPM by Adapt Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	847	$277.2K	0.1%	−383−31.1%	Reduced	Holders
Q1 2026	1,230	$361.8K	0.1%	−102−7.7%	Reduced	Holders
Q4 2025	1,332	$429.2K	0.1%	+87+7.0%	Added	Holders
Q3 2025	1,245	$392.7K	0.1%	+1,245	New	Holders