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Wealth Intelligence, LLC

SEC CIK
0002112078
Latest filing
Jul 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wealth Intelligence, 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)
14,123
Value
$4.62M
% of portfolio
2.1%
Quarters held
3
Since Q4 2025
Holdings of JPM by Wealth Intelligence, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,123$4.62M2.1%+99+0.7%AddedHolders
Q1 202614,024$4.13M2.0%−135−1.0%ReducedHolders
Q4 202514,159$4.56M2.3%–No prior filingHolders