SEC 13F Intelligence

Monarch Capital Management Inc / JPM

Monarch Capital Management Inc’s Jpmorgan Chase & Co Position

Does Monarch Capital Management Inc own Jpmorgan Chase & Co (JPM)? Yes — 20.6K shares worth $6M (+1.48% of its 13F portfolio) as of Q1 2026, down from 20.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
20.6K
% of Portfolio
+1.48%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.6K$6M+1.48%
Q4 202520.9K$7M+1.66%
Q3 202521.1K$7M+1.63%
Q2 202522.0K$6M+1.71%
Q1 202522.6K$6M+1.54%
Q4 202426.8K$6M+1.76%
Q3 202428.4K$6M+1.61%
Q2 202428.0K$6M+1.66%
Q1 202428.7K$6M+1.62%
Q4 202329.0K$5M+1.49%
Q3 202330.3K$4M+1.41%
Q2 202330.3K$4M+1.34%
Q1 202330.7K$4M+1.23%
Q4 202232.2K$4M+1.32%
Q3 202233.2K$3M+1.13%
Q2 202233.3K$4M+1.12%
Q1 202233.3K$5M+1.20%
Q4 202132.4K$5M+1.32%
Q3 202132.0K$5M+1.45%
Q2 202129.8K$5M+1.33%
Q1 202123.5K$4M+1.06%
Q4 202024.8K$3M+0.99%
Q3 202025.0K$2M+0.84%
Q2 202025.2K$2M+0.87%
Q1 202026.2K$2M+0.96%
Q4 201923.5K$3M+1.07%

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