Lederer & Associates Investment Counsel/Ca / JPM
Lederer & Associates Investment Counsel/Ca’s Jpmorgan Chase & Co Position
Does Lederer & Associates Investment Counsel/Ca own Jpmorgan Chase & Co (JPM)? Yes — 8.9K shares worth $3M (+1.92% of its 13F portfolio) as of Q2 2026, down from 9.1K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
8.9K
% of Portfolio
+1.92%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 8.9K | $3M | +1.92% |
| Q1 2026 | 9.1K | $3M | +1.89% |
| Q4 2025 | 9.0K | $3M | +1.96% |
| Q3 2025 | 9.0K | $3M | +1.84% |
| Q2 2025 | 9.3K | $3M | +1.78% |
| Q1 2025 | 9.4K | $2M | +1.69% |
| Q4 2024 | 9.6K | $2M | +1.61% |
| Q3 2024 | 10.1K | $2M | +1.50% |
| Q2 2024 | 14.8K | $3M | +2.17% |
| Q1 2024 | 16.0K | $3M | +2.23% |
| Q4 2023 | 16.6K | $3M | +2.09% |
| Q3 2023 | 16.8K | $2M | +1.94% |
| Q2 2023 | 17.0K | $2M | +1.87% |
| Q1 2023 | 17.4K | $2M | +1.75% |
| Q4 2022 | 17.6K | $2M | +1.93% |
| Q3 2022 | 18.4K | $2M | +1.62% |
| Q2 2022 | 18.5K | $2M | +1.61% |
| Q1 2022 | 21.2K | $3M | +1.77% |
| Q4 2021 | 21.2K | $3M | +1.95% |
| Q3 2021 | 21.2K | $3M | +2.24% |
| Q2 2021 | 20.9K | $3M | +2.17% |
| Q1 2021 | 21.1K | $3M | +2.27% |
| Q4 2020 | 20.3K | $3M | +1.98% |
| Q2 2020 | 19.7K | $2M | +1.73% |
| Q1 2020 | 19.7K | $2M | +2.01% |
| Q4 2019 | 20.5K | $3M | +2.48% |
| Q3 2019 | 20.4K | $2M | +2.29% |
| Q2 2019 | 20.4K | $2M | +2.10% |
| Q1 2019 | 22.9K | $2M | +2.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of JPM.