SEC 13F Intelligence

Choate Investment Advisors / JPM

Choate Investment Advisors’s Jpmorgan Chase & Co Position

Does Choate Investment Advisors own Jpmorgan Chase & Co (JPM)? Yes — 160.8K shares worth $47M (+0.93% of its 13F portfolio) as of Q1 2026, up from 139.5K shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
160.8K
% of Portfolio
+0.93%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $12MQ4 ’19: $14MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $15MQ2 ’21: $15MQ3 ’21: $15MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $12MQ4 ’22Q1 ’23: $13MQ2 ’23: $16MQ3 ’23: $17MQ4 ’23: $21MQ4 ’23Q1 ’24: $23MQ2 ’24: $23MQ3 ’24: $24MQ4 ’24: $30MQ4 ’24Q1 ’25: $30MQ2 ’25: $37MQ3 ’25: $41MQ4 ’25: $45MQ4 ’25Q1 ’26: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026160.8K$47M+0.93%
Q4 2025139.5K$45M+0.88%
Q3 2025128.8K$41M+0.84%
Q2 2025127.3K$37M+0.80%
Q1 2025122.3K$30M+0.75%
Q4 2024125.7K$30M+0.72%
Q3 2024112.9K$24M+0.61%
Q2 2024111.9K$23M+0.59%
Q1 2024116.5K$23M+0.63%
Q4 2023125.5K$21M+0.66%
Q3 2023118.6K$17M+0.67%
Q2 2023106.9K$16M+0.65%
Q1 202397.5K$13M+0.61%
Q4 202292.5K$12M+0.75%
Q3 202286.9K$9M+0.60%
Q2 202287.8K$10M+0.60%
Q1 202288.0K$12M+0.64%
Q4 202190.4K$14M+0.84%
Q3 202192.4K$15M+0.97%
Q2 202193.9K$15M+0.89%
Q1 202197.4K$15M+0.92%
Q4 202097.3K$12M+0.75%
Q3 202099.0K$10M+0.62%
Q2 2020100.4K$9M+0.69%
Q1 2020100.3K$9M+0.72%
Q4 201999.1K$14M+0.84%
Q3 201999.3K$12M+0.72%
Q2 2019100.2K$11M+0.67%
Q1 2019102.4K$10M+0.61%
Q4 2018100.5K$10M+0.63%

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