Ashton Thomas Private Wealth, LLC

SEC CIK: 0002019663
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Ashton Thomas Private Wealth, 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): 104,989
Value: $34.4M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Ashton Thomas Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	104,989	$34.4M	0.7%	+2,015+2.0%	Added	Holders
Q1 2026	102,974	$30.3M	0.7%	−1,583−1.5%	Reduced	Holders
Q4 2025	104,557	$33.7M	0.8%	−10,059−8.8%	Reduced	Holders
Q3 2025	114,616	$36.2M	0.9%	+28,913+33.7%	Added	Holders
Q2 2025	85,703	$24.8M	0.9%	−1,270−1.5%	Reduced	Holders
Q1 2025	86,973	$21.3M	0.8%	+3,960+4.8%	Added	Holders
Q4 2024	83,013	$19.9M	0.8%	+6,453+8.4%	Added	Holders
Q3 2024	76,560	$16.1M	0.9%	−72−0.1%	Reduced	Holders
Q2 2024	76,632	$15.5M	0.9%	+466+0.6%	Added	Holders
Q1 2024	76,166	$15.3M	0.9%	+2,221+3.0%	Added	Holders
Q4 2023	73,945	$12.6M	0.8%	+623+0.8%	Added	Holders
Q3 2023	73,322	$10.6M	0.8%	+94+0.1%	Added	Holders
Q2 2023	73,228	$10.7M	0.8%	+9,359+14.7%	Added	Holders
Q1 2023	63,869	$8.32M	0.7%	−3,049−4.6%	Reduced	Holders
Q4 2022	66,918	$8.97M	0.9%	+1,365+2.1%	Added	Holders
Q3 2022	65,553	$6.85M	0.8%	+9,105+16.1%	Added	Holders
Q2 2022	56,448	$6.36M	0.7%	+1,984+3.6%	Added	Holders
Q1 2022	54,464	$7.42M	0.6%	+16,612+43.9%	Added	Holders
Q4 2021	37,852	$5.99M	0.6%	+19,543+106.7%	Added	Holders
Q3 2021	18,309	$3.00M	0.4%	+2,905+18.9%	Added	Holders
Q2 2021	15,404	$2.40M	0.4%	+216+1.4%	Added	Holders
Q1 2021	15,188	$2.31M	0.4%	–	–	Holders

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