SEC 13F Intelligence

Ellerson Group Inc /Adv / JPM

Ellerson Group Inc /Adv’s Jpmorgan Chase & Co Position

Does Ellerson Group Inc /Adv own Jpmorgan Chase & Co (JPM)? Yes — 12.3K shares worth $4M (+2.37% of its 13F portfolio) as of Q1 2026, up from 12.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.3K
% of Portfolio
+2.37%
Quarters Held
14
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.3K$4M+2.37%
Q4 202512.2K$4M+2.66%
Q3 202512.2K$4M+2.39%
Q2 202512.2K$4M+2.49%
Q1 202512.2K$3M+2.39%
Q4 202412.2K$3M+2.14%
Q3 202412.7K$3M+2.11%
Q2 202412.7K$3M+1.95%
Q1 202413.2K$3M+2.01%
Q4 202313.4K$2M+1.98%
Q3 202313.4K$2M+1.81%
Q2 202312.9K$2M+1.79%
Q1 202312.9K$2M+1.83%
Q4 202213.4K$2M+1.91%

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