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Advisortrust Partners, LLC

SEC CIK
0002115523
Latest filing
Aug 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Advisortrust 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)
29,465
Value
$9.64M
% of portfolio
3.3%
Quarters held
3
Since Q4 2025
Holdings of JPM by Advisortrust Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,465$9.64M3.3%+1,361+4.8%AddedHolders
Q1 202628,104$8.27M3.4%+2,563+10.0%AddedHolders
Q4 202525,541$8.23M3.6%–No prior filingHolders