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CVFG LLC

SEC CIK
0002050974
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by CVFG 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)
36,001
Value
$11.8M
% of portfolio
1.2%
Quarters held
7
Since Q4 2024
Holdings of JPM by CVFG LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,001$11.8M1.2%+90.0%AddedHolders
Q1 202635,992$10.6M1.3%+33,967+1,677.4%AddedHolders
Q4 20252,025$652.7K0.4%+128+6.7%AddedHolders
Q3 20251,897$598.4K0.4%+101+5.6%AddedHolders
Q2 20251,796$520.8K0.4%−99−5.2%ReducedHolders
Q1 20251,895$464.9K0.4%−49−2.5%ReducedHolders
Q4 20241,944$466.1K0.4%–No prior filingHolders