SEC 13F Intelligence

Means Investment Co., Inc. / JPM

Means Investment Co., Inc.’s Jpmorgan Chase & Co Position

Does Means Investment Co., Inc. own Jpmorgan Chase & Co (JPM)? Yes — 65.2K shares worth $19M (+1.67% of its 13F portfolio) as of Q1 2026, up from 63.2K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
65.2K
% of Portfolio
+1.67%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $9MQ1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $7MQ4 ’20: $10MQ1 ’21: $12MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $13MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $12MQ1 ’23: $12MQ1 ’23Q2 ’23: $13MQ3 ’23: $12MQ4 ’23: $14MQ1 ’24: $16MQ1 ’24Q2 ’24: $17MQ3 ’24: $17MQ4 ’24: $19MQ1 ’25: $16MQ1 ’25Q2 ’25: $19MQ3 ’25: $20MQ4 ’25: $20MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.2K$19M+1.67%
Q4 202563.2K$20M+1.72%
Q3 202564.6K$20M+1.76%
Q2 202564.0K$19M+1.76%
Q1 202563.3K$16M+1.65%
Q4 202481.2K$19M+2.03%
Q3 202482.0K$17M+1.92%
Q2 202482.6K$17M+2.00%
Q1 202482.3K$16M+2.13%
Q4 202383.2K$14M+2.04%
Q3 202385.8K$12M+2.04%
Q2 202389.7K$13M+2.07%
Q1 202390.0K$12M+2.06%
Q4 202287.4K$12M+2.35%
Q3 202288.8K$9M+2.01%
Q2 202287.5K$10M+2.09%
Q1 202285.3K$12M+2.11%
Q4 202182.0K$13M+2.29%
Q3 202178.7K$13M+2.54%
Q2 202178.3K$12M+2.44%
Q1 202175.5K$12M+2.62%
Q4 202075.1K$10M+2.39%
Q3 202072.2K$7M+2.04%
Q2 202066.8K$7M+2.17%
Q1 202064.9K$6M+2.24%
Q4 201963.4K$9M+2.93%
Q3 201962.1K$8M+3.02%
Q2 201960.9K$7M+2.83%
Q1 201960.6K$6M+2.70%

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