SEC 13F Intelligence

Jones Financial Companies Lllp / JPM

Jones Financial Companies Lllp’s Jpmorgan Chase & Co Position

Does Jones Financial Companies Lllp own Jpmorgan Chase & Co (JPM)? Yes — 1.97M shares worth $558M (+0.27% of its 13F portfolio) as of Q1 2026, up from 1.13M shares the prior filed quarter.

Position Value
$558M
Q1 2026
Shares
1.97M
% of Portfolio
+0.27%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $16MQ4 ’19: $18MQ4 ’19Q1 ’20: $13MQ2 ’20: $14MQ3 ’20: $13MQ4 ’20: $17MQ4 ’20Q1 ’21: $20MQ2 ’21: $20MQ3 ’21: $21MQ4 ’21: $21MQ4 ’21Q1 ’22: $18MQ2 ’22: $16MQ3 ’22: $15MQ4 ’22: $20MQ4 ’22Q1 ’23: $19MQ2 ’23: $20MQ3 ’23: $19MQ4 ’23: $23MQ4 ’23Q1 ’24: $34MQ2 ’24: $58MQ3 ’24: $94MQ4 ’24: $144MQ4 ’24Q1 ’25: $187MQ2 ’25: $263MQ3 ’25: $324MQ4 ’25: $365MQ4 ’25Q1 ’26: $558Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.97M$558M+0.27%
Q4 20251.13M$365M+0.22%
Q3 20251.03M$324M+0.22%
Q2 2025915.9K$263M+0.20%
Q1 2025770.0K$187M+0.17%
Q4 2024601.8K$144M+0.14%
Q3 2024445.0K$94M+0.10%
Q2 2024287.1K$58M+0.07%
Q1 2024170.7K$34M+0.05%
Q4 2023134.5K$23M+0.03%
Q3 2023129.3K$19M+0.03%
Q2 2023137.3K$20M+0.03%
Q1 2023146.0K$19M+0.03%
Q4 2022146.9K$20M+0.03%
Q3 2022143.1K$15M+0.03%
Q2 2022137.9K$16M+0.03%
Q1 2022133.1K$18M+0.03%
Q4 2021131.2K$21M+0.03%
Q3 2021128.9K$21M+0.03%
Q2 2021131.2K$20M+0.03%
Q1 2021133.9K$20M+0.03%
Q4 2020135.4K$17M+0.03%
Q3 2020137.6K$13M+0.03%
Q2 2020147.0K$14M+0.03%
Q1 2020140.5K$13M+0.03%
Q4 2019130.0K$18M+0.04%
Q3 2019133.9K$16M+0.03%
Q2 2019130.4K$15M+0.03%
Q1 2019126.2K$13M+0.03%
Q4 2018116.5K$11M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of JPM.