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LeConte Wealth Management, LLC

SEC CIK
0002060443
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by LeConte Wealth Management, 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)
4,600
Value
$1.51M
% of portfolio
0.8%
Quarters held
6
Since Q1 2025
Holdings of JPM by LeConte Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,600$1.51M0.8%+290+6.7%AddedHolders
Q1 20264,310$1.27M0.8%−88−2.0%ReducedHolders
Q4 20254,398$1.42M0.9%+427+10.8%AddedHolders
Q3 20253,971$1.25M0.8%+781+24.5%AddedHolders
Q2 20253,190$924.8K0.6%+1,307+69.4%AddedHolders
Q1 20251,883$461.9K0.3%–No prior filingHolders