Strategic Wealth Advisors LLC

SEC CIK: 0002107449
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Strategic Wealth Advisors LLC, 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): 502
Value: $161.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of JPM by Strategic Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	502	$161.0K	0.1%	+113+29.0%	Added	Holders
Q1 2026	389	$114.0K	0.1%	−113−22.5%	Reduced	Holders
Q4 2025	502	$161.0K	0.1%	–	No prior filing	Holders