SEC 13F Intelligence

Srh Advisors, LLC / JPM

Srh Advisors, LLC’s Jpmorgan Chase & Co Position

Does Srh Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 57.2K shares worth $17M (+4.82% of its 13F portfolio) as of Q1 2026.

Position Value
$17M
Q1 2026
Shares
57.2K
% of Portfolio
+4.82%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $133,000Q4 ’18Q1 ’19: $340,000Q2 ’19: $375,000Q3 ’19: $395,000Q4 ’19: $468,000Q4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7,703Q4 ’22Q1 ’23: $7,485Q2 ’23: $7MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.2K$17M+4.82%
Q4 202557.2K$18M+5.31%
Q3 202557.2K$18M+5.27%
Q2 202557.2K$17M+5.04%
Q1 202557.2K$14M+4.33%
Q4 202457.2K$14M+4.07%
Q3 202457.2K$12M+3.66%
Q2 202457.2K$12M+3.88%
Q1 202457.2K$11M+3.63%
Q4 202357.2K$10M+3.40%
Q3 202357.2K$8M+4.05%
Q2 202357.4K$7M+3.99%
Q1 202357.4K$7,485+3.99%
Q4 202257.4K$7,703+4.27%
Q3 202257.5K$6M+7.82%
Q2 202257.5K$6M+7.98%
Q1 202231.5K$4M+4.76%
Q4 202131.5K$5M+5.66%
Q3 202131.5K$5M+6.27%
Q2 202131.5K$5M+6.10%
Q1 202131.5K$5M+6.82%
Q4 202031.9K$4M+6.70%
Q3 202031.5K$3M+5.83%
Q2 202031.6K$3M+7.38%
Q1 202030.9K$3M+7.72%
Q4 20193.4K$468,000+1.50%
Q3 20193.4K$395,000+1.33%
Q2 20193.4K$375,000+1.28%
Q1 20193.4K$340,000+1.21%
Q4 20181.4K$133,000+0.51%

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