SEC 13F Intelligence

Mcrae Capital Management Inc / JPM

Mcrae Capital Management Inc’s Jpmorgan Chase & Co Position

Does Mcrae Capital Management Inc own Jpmorgan Chase & Co (JPM)? Yes21.9K shares worth $6M (+1.34% of its 13F portfolio) as of Q1 2026, down from 24.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
21.9K
% of Portfolio
+1.34%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $225,000Q4 ’18Q1 ’19: $202,000Q2 ’19: $235,000Q3 ’19: $247,000Q4 ’19: $293,000Q4 ’19Q1 ’20: $446,000Q2 ’20: $538,000Q3 ’20: $2MQ4 ’20: $5MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $11MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.9K$6M+1.34%
Q4 202524.5K$8M+1.61%
Q3 202526.1K$8M+1.64%
Q2 202526.5K$8M+1.57%
Q1 202526.7K$7M+1.38%
Q4 202443.9K$11M+2.06%
Q3 202444.5K$9M+1.83%
Q2 202444.6K$9M+2.06%
Q1 202444.8K$9M+1.96%
Q4 202345.4K$8M+1.93%
Q3 202345.1K$7M+1.94%
Q2 202345.2K$7M+1.87%
Q1 202345.4K$6M+1.70%
Q4 202250.1K$7M+1.97%
Q3 202250.5K$5M+1.61%
Q2 202249.8K$6M+1.52%
Q1 202247.5K$6M+1.46%
Q4 202145.4K$7M+1.50%
Q3 202144.6K$7M+1.61%
Q2 202143.9K$7M+1.56%
Q1 202143.7K$7M+1.65%
Q4 202041.2K$5M+1.50%
Q3 202022.2K$2M+0.72%
Q2 20205.7K$538,000+0.20%
Q1 20205.0K$446,000+0.22%
Q4 20192.1K$293,000+0.11%
Q3 20192.1K$247,000+0.10%
Q2 20192.1K$235,000+0.09%
Q1 20192.0K$202,000+0.08%
Q4 20182.3K$225,000+0.12%

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