SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / JPM

Beese Fulmer Investment Management, Inc.’s Jpmorgan Chase & Co Position

Does Beese Fulmer Investment Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 94.4K shares worth $28M (+1.78% of its 13F portfolio) as of Q1 2026, up from 94.2K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
94.4K
% of Portfolio
+1.78%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $10MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $13MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $18MQ2 ’24: $19MQ3 ’24: $19MQ4 ’24: $22MQ4 ’24Q1 ’25: $22MQ2 ’25: $27MQ3 ’25: $29MQ4 ’25: $30MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.4K$28M+1.78%
Q4 202594.2K$30M+1.98%
Q3 202593.2K$29M+2.03%
Q2 202594.1K$27M+2.03%
Q1 202591.4K$22M+1.93%
Q4 202491.0K$22M+1.86%
Q3 202492.1K$19M+1.67%
Q2 202492.1K$19M+1.70%
Q1 202490.9K$18M+1.71%
Q4 202390.7K$15M+1.60%
Q3 202389.8K$13M+1.47%
Q2 202389.4K$13M+1.41%
Q1 202388.8K$12M+1.32%
Q4 202287.2K$12M+1.41%
Q3 202285.0K$9M+1.19%
Q2 202282.6K$9M+1.19%
Q1 202282.5K$11M+1.22%
Q4 202182.1K$13M+1.35%
Q3 202181.3K$13M+1.50%
Q2 202180.5K$13M+1.42%
Q1 202180.9K$12M+1.48%
Q4 202080.7K$10M+1.31%
Q3 202081.3K$8M+1.11%
Q2 202082.6K$8M+1.15%
Q1 202084.4K$8M+1.35%
Q4 201980.9K$11M+1.58%
Q3 201979.7K$9M+1.41%
Q2 201962.3K$7M+1.32%
Q1 201961.9K$6M+1.24%
Q4 201862.0K$6M+1.36%

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