SEC 13F Intelligence

L.m. Kohn & Company / JPM

L.m. Kohn & Company’s Jpmorgan Chase & Co Position

Does L.m. Kohn & Company own Jpmorgan Chase & Co (JPM)? Yes8.0K shares worth $3M (+3.05% of its 13F portfolio) as of Q3 2025, down from 17.9K shares the prior filed quarter.

Position Value
$3M
Q3 2025
Shares
8.0K
% of Portfolio
+3.05%
Quarters Held
15
currently held

Position History JPM

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20258.0K$3M+3.05%
Q2 202517.9K$5M+1.40%
Q1 202518.4K$5M+1.18%
Q4 202418.0K$4M+1.12%
Q3 202418.0K$4M+0.96%
Q2 202418.0K$4M+0.98%
Q1 202417.0K$3M+0.96%
Q4 202316.2K$3M+0.88%
Q3 202315.1K$2M+0.80%
Q2 202315.2K$2M+0.84%
Q1 202311.8K$2M+0.64%
Q4 202211.5K$2M+0.72%
Q3 202211.4K$1M+0.58%
Q2 202211.4K$1M+0.60%
Q1 202211.3K$2M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See L.m. Kohn & Company’s full portfolio or all institutional holders of JPM.