SEC 13F Intelligence

Peloton Wealth Strategists / JPM

Peloton Wealth Strategists’s Jpmorgan Chase & Co Position

Does Peloton Wealth Strategists own Jpmorgan Chase & Co (JPM)? Yes — 21.6K shares worth $6M (+2.57% of its 13F portfolio) as of Q1 2026, down from 23.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
21.6K
% of Portfolio
+2.57%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $6MQ1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $4MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $7MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.6K$6M+2.57%
Q4 202523.2K$7M+2.89%
Q3 202524.7K$8M+3.06%
Q2 202524.9K$7M+2.90%
Q1 202525.3K$6M+2.60%
Q4 202434.3K$8M+3.32%
Q3 202436.6K$8M+3.06%
Q2 202438.3K$8M+3.19%
Q1 202438.4K$8M+3.13%
Q4 202338.3K$7M+2.82%
Q3 202340.0K$6M+2.68%
Q2 202341.7K$6M+2.69%
Q1 202341.9K$5M+2.49%
Q4 202240.6K$5M+2.62%
Q3 202240.6K$4M+2.21%
Q2 202240.4K$5M+2.22%
Q1 202239.8K$5M+2.27%
Q4 202140.7K$6M+2.59%
Q3 202142.1K$7M+2.82%
Q2 202143.1K$7M+2.77%
Q4 202042.7K$5M+2.69%
Q3 202042.6K$4M+2.30%
Q2 202039.9K$4M+2.37%
Q1 202034.5K$3M+2.53%
Q4 201934.4K$5M+2.91%
Q3 201935.1K$4M+2.64%
Q2 201934.4K$4M+2.57%
Q1 201935.6K$4M+2.50%
Q4 201836.0K$4M+2.86%

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