Invested Advisors

SEC CIK: 0002090165
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Invested Advisors, 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): 3,018
Value: $987.9K
% of portfolio: 0.9%
Quarters held: 4; Since Q3 2025

Holdings of JPM by Invested Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,018	$987.9K	0.9%	−182−5.7%	Reduced	Holders
Q1 2026	3,200	$941.3K	1.0%	+17+0.5%	Added	Holders
Q4 2025	3,183	$1.03M	1.1%	+42+1.3%	Added	Holders
Q3 2025	3,141	$763.7K	1.1%	–	No prior filing	Holders