SEC 13F Intelligence

D L Carlson Investment Group Inc / JPM

D L Carlson Investment Group Inc’s Jpmorgan Chase & Co Position

Does D L Carlson Investment Group Inc own Jpmorgan Chase & Co (JPM)? Yes — 35.8K shares worth $11M (+1.81% of its 13F portfolio) as of Q1 2026, down from 36.2K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
35.8K
% of Portfolio
+1.81%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $12MQ3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8,468Q4 ’22Q1 ’23: $7,453Q2 ’23: $9MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.8K$11M+1.81%
Q4 202536.2K$12M+1.97%
Q3 202536.9K$12M+1.95%
Q2 202535.6K$10M+1.88%
Q1 202537.4K$9M+1.76%
Q4 202439.2K$9M+1.68%
Q3 202438.3K$8M+1.46%
Q2 202446.1K$9M+1.80%
Q1 202446.6K$9M+1.82%
Q4 202347.7K$9M+1.74%
Q3 202361.6K$9M+1.80%
Q2 202362.1K$9M+1.72%
Q1 202357.2K$7,453+1.69%
Q4 202263.1K$8,468+1.82%
Q3 202268.1K$7M+1.55%
Q2 202268.9K$8M+1.64%
Q1 202270.0K$10M+1.59%
Q4 202177.4K$12M+1.96%
Q3 202180.1K$13M+2.28%
Q2 202179.7K$12M+2.15%
Q1 202182.5K$13M+2.29%
Q4 202086.6K$11M+2.00%
Q3 202087.9K$8M+1.79%
Q2 202075.2K$7M+2.11%
Q1 202068.9K$6M+2.34%
Q4 201981.1K$11M+3.27%
Q3 201981.6K$10M+3.01%
Q2 201981.8K$9M+2.82%
Q1 201984.8K$9M+2.51%
Q4 201882.9K$8M+2.69%

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