SEC 13F Intelligence

Richards, Merrill & Peterson, Inc. / JPM

Richards, Merrill & Peterson, Inc.’s Jpmorgan Chase & Co Position

Does Richards, Merrill & Peterson, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 15.7K shares worth $5M (+1.70% of its 13F portfolio) as of Q1 2026, up from 15.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
15.7K
% of Portfolio
+1.70%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$5M+1.70%
Q4 202515.4K$5M+1.90%
Q3 202514.5K$5M+1.98%
Q2 202514.5K$4M+2.00%
Q1 202514.4K$4M+1.83%
Q4 202414.5K$3M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richards, Merrill & Peterson, Inc.’s full portfolio or all institutional holders of JPM.