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LeClair Wealth Partners LLC

SEC CIK
0002056667
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by LeClair Wealth Partners 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)
6,379
Value
$2.09M
% of portfolio
1.1%
Quarters held
7
Since Q4 2024
Holdings of JPM by LeClair Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,379$2.09M1.1%+4,813+307.3%AddedHolders
Q1 20261,566$460.6K0.2%−4,821−75.5%ReducedHolders
Q4 20256,387$2.06M1.2%+76+1.2%AddedHolders
Q3 20256,311$1.99M1.2%−1,179−15.7%ReducedHolders
Q2 20257,490$2.17M1.5%−272−3.5%ReducedHolders
Q1 20257,762$1.90M1.4%−658−7.8%ReducedHolders
Q4 20248,420$2.02M1.3%–No prior filingHolders