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Code Waechter LLC

SEC CIK
0002039212
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Code Waechter 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)
2,750
Value
$900.0K
% of portfolio
0.5%
Quarters held
8
Since Q3 2024
Holdings of JPM by Code Waechter LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,750$900.0K0.5%−71−2.5%ReducedHolders
Q1 20262,821$829.7K0.5%+69+2.5%AddedHolders
Q4 20252,752$886.6K0.6%−10−0.4%ReducedHolders
Q3 20252,762$834.2K0.5%−44−1.6%ReducedHolders
Q2 20252,806$813.4K0.6%+119+4.4%AddedHolders
Q1 20252,687$659.0K0.5%−273−9.2%ReducedHolders
Q4 20242,960$709.5K0.6%−66−2.2%ReducedHolders
Q3 20243,026$638.0K0.6%–No prior filingHolders