SEC 13F Intelligence

Resources Management Corp /Ct/ /Adv / JPM

Resources Management Corp /Ct/ /Adv’s Jpmorgan Chase & Co Position

Does Resources Management Corp /Ct/ /Adv own Jpmorgan Chase & Co (JPM)? Yes — 110.5K shares worth $33M (+4.31% of its 13F portfolio) as of Q1 2026, down from 110.6K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
110.5K
% of Portfolio
+4.31%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q4 ’19: $21MQ1 ’20: $13MQ2 ’20: $14MQ3 ’20: $14MQ3 ’20Q4 ’20: $19MQ1 ’21: $22MQ2 ’21: $23MQ3 ’21: $24MQ3 ’21Q4 ’21: $23MQ1 ’22: $19MQ2 ’22: $16MQ3 ’22: $15MQ3 ’22Q4 ’22: $19MQ1 ’23: $3MQ2 ’23: $20MQ3 ’23: $20MQ3 ’23Q4 ’23: $23MQ1 ’24: $26MQ2 ’24: $26MQ3 ’24: $26MQ3 ’24Q4 ’24: $30MQ1 ’25: $30MQ2 ’25: $35MQ3 ’25: $35MQ3 ’25Q4 ’25: $36MQ1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026110.5K$33M+4.31%
Q4 2025110.6K$36M+4.62%
Q3 2025111.9K$35M+4.56%
Q2 2025121.0K$35M+4.76%
Q1 2025122.7K$30M+4.23%
Q4 2024124.3K$30M+4.07%
Q3 2024125.3K$26M+3.56%
Q2 2024126.5K$26M+3.72%
Q1 2024128.3K$26M+3.76%
Q4 2023137.3K$23M+3.47%
Q3 2023137.9K$20M+3.26%
Q2 2023138.9K$20M+3.15%
Q1 202337.8K$3M+0.53%
Q4 2022141.8K$19M+3.00%
Q3 2022141.8K$15M+2.56%
Q2 2022142.2K$16M+2.59%
Q1 2022142.7K$19M+2.72%
Q4 2021142.4K$23M+2.93%
Q3 2021144.9K$24M+3.41%
Q2 2021145.2K$23M+3.17%
Q1 2021146.6K$22M+3.37%
Q4 2020146.8K$19M+3.00%
Q3 2020147.2K$14M+2.56%
Q2 2020146.4K$14M+2.63%
Q1 2020145.0K$13M+2.91%
Q4 2019149.5K$21M+3.61%
Q4 2018149.8K$15M+3.25%

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