SEC 13F Intelligence

Northeast Investment Management / JPM

Northeast Investment Management’s Jpmorgan Chase & Co Position

Does Northeast Investment Management own Jpmorgan Chase & Co (JPM)? Yes194.4K shares worth $57M (+2.37% of its 13F portfolio) as of Q1 2026, up from 193.9K shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
194.4K
% of Portfolio
+2.37%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $21MQ2 ’19: $24MQ3 ’19: $25MQ4 ’19: $30MQ4 ’19Q1 ’20: $18MQ2 ’20: $19MQ3 ’20: $19MQ4 ’20: $26MQ4 ’20Q1 ’21: $32MQ2 ’21: $33MQ3 ’21: $35MQ4 ’21: $34MQ4 ’21Q1 ’22: $30MQ2 ’22: $24MQ3 ’22: $22MQ4 ’22: $28,057Q4 ’22Q1 ’23: $28MQ2 ’23: $30MQ3 ’23: $31MQ4 ’23: $35MQ4 ’23Q1 ’24: $41MQ2 ’24: $41MQ3 ’24: $43MQ4 ’24: $48MQ4 ’24Q1 ’25: $49MQ2 ’25: $57MQ3 ’25: $62MQ4 ’25: $62MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026194.4K$57M+2.37%
Q4 2025193.9K$62M+2.44%
Q3 2025195.8K$62M+2.49%
Q2 2025197.3K$57M+2.44%
Q1 2025200.0K$49M+2.29%
Q4 2024201.9K$48M+2.15%
Q3 2024203.7K$43M+1.92%
Q2 2024204.1K$41M+1.94%
Q1 2024204.9K$41M+2.02%
Q4 2023206.1K$35M+1.88%
Q3 2023213.7K$31M+1.82%
Q2 2023203.7K$30M+1.67%
Q1 2023211.2K$28M+1.67%
Q4 2022209.2K$28,057+1.79%
Q3 2022208.2K$22M+1.47%
Q2 2022212.3K$24M+1.53%
Q1 2022216.6K$30M+1.55%
Q4 2021214.3K$34M+1.66%
Q3 2021213.7K$35M+1.87%
Q2 2021211.7K$33M+1.77%
Q1 2021208.0K$32M+1.87%
Q4 2020206.8K$26M+1.60%
Q3 2020201.5K$19M+1.29%
Q2 2020202.9K$19M+1.43%
Q1 2020201.1K$18M+1.66%
Q4 2019212.1K$30M+2.18%
Q3 2019212.4K$25M+2.00%
Q2 2019211.7K$24M+1.88%
Q1 2019212.0K$21M+1.80%
Q4 2018206.2K$20M+1.94%

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