SEC 13F Intelligence

Appleton Partners Inc/Ma / JPM

Appleton Partners Inc/Ma’s Jpmorgan Chase & Co Position

Does Appleton Partners Inc/Ma own Jpmorgan Chase & Co (JPM)? Yes — 126.6K shares worth $37M (+2.60% of its 13F portfolio) as of Q1 2026, down from 127.1K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
126.6K
% of Portfolio
+2.60%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $17MQ2 ’19: $18MQ3 ’19: $19MQ4 ’19: $22MQ4 ’19Q1 ’20: $15MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $21MQ4 ’20Q1 ’21: $25MQ2 ’21: $25MQ3 ’21: $27MQ4 ’21: $27MQ4 ’21Q1 ’22: $24MQ2 ’22: $20MQ3 ’22: $18MQ4 ’22: $23MQ4 ’22Q1 ’23: $23MQ2 ’23: $25MQ3 ’23: $25MQ4 ’23: $29MQ4 ’23Q1 ’24: $32MQ2 ’24: $31MQ3 ’24: $32MQ4 ’24: $34MQ4 ’24Q1 ’25: $34MQ2 ’25: $37MQ3 ’25: $40MQ4 ’25: $41MQ4 ’25Q1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.6K$37M+2.60%
Q4 2025127.1K$41M+2.70%
Q3 2025128.4K$40M+2.72%
Q2 2025129.1K$37M+2.65%
Q1 2025139.2K$34M+2.64%
Q4 2024142.6K$34M+2.53%
Q3 2024149.4K$32M+2.32%
Q2 2024153.2K$31M+2.39%
Q1 2024161.1K$32M+2.50%
Q4 2023169.9K$29M+2.33%
Q3 2023172.1K$25M+2.22%
Q2 2023175.3K$25M+2.15%
Q1 2023174.4K$23M+2.02%
Q4 2022174.2K$23M+2.21%
Q3 2022176.4K$18M+1.84%
Q2 2022178.3K$20M+1.90%
Q1 2022176.6K$24M+1.97%
Q4 2021169.9K$27M+2.03%
Q3 2021167.6K$27M+2.28%
Q2 2021161.7K$25M+2.14%
Q1 2021162.1K$25M+2.29%
Q4 2020163.4K$21M+2.04%
Q3 2020162.4K$16M+1.73%
Q2 2020160.3K$15M+1.81%
Q1 2020161.7K$15M+2.02%
Q4 2019161.3K$22M+2.47%
Q3 2019159.0K$19M+2.26%
Q2 2019159.6K$18M+2.21%
Q1 2019165.1K$17M+2.21%
Q4 2018165.6K$16M+2.42%

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