SEC 13F Intelligence

Sfe Investment Counsel / JPM

Sfe Investment Counsel’s Jpmorgan Chase & Co Position

Does Sfe Investment Counsel own Jpmorgan Chase & Co (JPM)? Yes — 59.6K shares worth $18M (+2.76% of its 13F portfolio) as of Q1 2026, down from 60.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
59.6K
% of Portfolio
+2.76%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $6MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $14MQ4 ’24: $16MQ4 ’24Q1 ’25: $15MQ2 ’25: $19MQ3 ’25: $20MQ4 ’25: $20MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.6K$18M+2.76%
Q4 202560.8K$20M+3.00%
Q3 202562.4K$20M+3.14%
Q2 202564.1K$19M+3.27%
Q1 202561.1K$15M+2.99%
Q4 202465.4K$16M+3.33%
Q3 202466.6K$14M+2.93%
Q2 202467.6K$14M+3.03%
Q1 202470.8K$14M+3.21%
Q4 202371.3K$12M+3.16%
Q3 202373.7K$11M+3.11%
Q2 202374.6K$11M+3.07%
Q1 202375.1K$10M+3.22%
Q4 202274.0K$10M+3.10%
Q3 202277.1K$8M+2.54%
Q2 202274.1K$8M+2.49%
Q1 202270.4K$10M+2.43%
Q4 202165.6K$10M+2.67%
Q3 202163.5K$10M+2.91%
Q2 202165.6K$10M+2.81%
Q1 202168.8K$10M+3.05%
Q4 202068.8K$9M+2.78%
Q3 202064.2K$6M+2.46%
Q2 202047.3K$4M+1.97%
Q1 202038.5K$3M+1.90%
Q4 201940.2K$6M+2.29%
Q3 201940.9K$5M+2.04%
Q2 201937.6K$4M+1.80%
Q1 201933.3K$3M+1.52%
Q4 201818.4K$2M+0.92%

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