James Investment Research, Inc. / JPM
James Investment Research, Inc.’s Jpmorgan Chase & Co Position
Does James Investment Research, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 70.5K shares worth $21M (+2.33% of its 13F portfolio) as of Q1 2026, down from 75.3K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
70.5K
% of Portfolio
+2.33%
Quarters Held
20
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.5K | $21M | +2.33% |
| Q4 2025 | 75.3K | $24M | +2.65% |
| Q3 2025 | 74.9K | $24M | +2.58% |
| Q2 2025 | 75.9K | $22M | +2.62% |
| Q1 2025 | 77.9K | $19M | +2.43% |
| Q4 2024 | 78.3K | $19M | +2.23% |
| Q3 2024 | 79.9K | $17M | +1.94% |
| Q2 2024 | 81.0K | $16M | +1.95% |
| Q1 2024 | 81.4K | $16M | +1.94% |
| Q4 2023 | 84.4K | $14M | +1.80% |
| Q3 2023 | 87.7K | $13M | +1.68% |
| Q2 2023 | 88.4K | $13M | +1.64% |
| Q3 2020 | 167.2K | $16M | +1.49% |
| Q2 2020 | 180.6K | $17M | +1.59% |
| Q1 2020 | 204.2K | $18M | +1.90% |
| Q4 2019 | 221.8K | $31M | +2.16% |
| Q3 2019 | 237.3K | $28M | +2.03% |
| Q2 2019 | 263.9K | $30M | +2.14% |
| Q1 2019 | 265.5K | $27M | +1.76% |
| Q4 2018 | 284.1K | $28M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See James Investment Research, Inc.’s full portfolio or all institutional holders of JPM.