Curi Capital, LLC’s Jpmorgan Chase & Co Position
Does Curi Capital, LLC own Jpmorgan Chase & Co (JPM)? Yes — 407.7K shares worth $120M (+2.13% of its 13F portfolio) as of Q1 2026, down from 411.2K shares the prior filed quarter.
Position Value
$120M
Q1 2026
Shares
407.7K
% of Portfolio
+2.13%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 407.7K | $120M | +2.13% |
| Q4 2025 | 411.2K | $133M | +2.30% |
| Q3 2025 | 412.6K | $130M | +2.39% |
| Q2 2025 | 418.4K | $121M | +2.30% |
| Q1 2025 | 369.6K | $91M | +2.24% |
| Q4 2024 | 384.7K | $92M | +2.12% |
| Q3 2024 | 408.5K | $86M | +1.96% |
| Q2 2024 | 406.6K | $82M | +1.97% |
| Q1 2024 | 435.7K | $87M | +2.00% |
| Q4 2023 | 363.2K | $62M | +1.89% |
| Q3 2023 | 383.9K | $56M | +1.90% |
| Q2 2023 | 386.1K | $56M | +1.84% |
| Q1 2023 | 416.3K | $54M | +1.89% |
| Q4 2022 | 401.8K | $54M | +1.92% |
| Q3 2022 | 396.0K | $41M | +1.54% |
| Q2 2022 | 757.1K | $85M | +1.52% |
| Q1 2022 | 374.4K | $51M | +1.61% |
| Q4 2021 | 364.3K | $58M | +1.74% |
| Q3 2021 | 365.8K | $60M | +1.97% |
| Q2 2021 | 359.3K | $56M | +1.87% |
| Q1 2021 | 354.7K | $54M | +2.00% |
| Q4 2020 | 352.5K | $45M | +1.64% |
| Q3 2020 | 322.7K | $31M | +1.34% |
| Q2 2020 | 329.7K | $31M | +1.37% |
| Q1 2020 | 307.8K | $28M | +1.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Curi Capital, LLC’s full portfolio or all institutional holders of JPM.