SEC 13F Intelligence

Chicago Partners Investment Group LLC / JPM

Chicago Partners Investment Group LLC’s Jpmorgan Chase & Co Position

Does Chicago Partners Investment Group LLC own Jpmorgan Chase & Co (JPM)? Yes — 93.7K shares worth $29M (+0.65% of its 13F portfolio) as of Q1 2026, up from 87.2K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
93.7K
% of Portfolio
+0.65%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $3MQ4 ’20: $5MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $18MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $21MQ2 ’25: $25MQ3 ’25: $26MQ4 ’25: $26MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.7K$29M+0.65%
Q4 202587.2K$26M+0.64%
Q3 202586.7K$26M+0.69%
Q2 202584.7K$25M+0.72%
Q1 202583.7K$21M+0.69%
Q4 202482.5K$20M+0.67%
Q3 202483.3K$19M+0.66%
Q2 202484.5K$18M+0.70%
Q1 202479.8K$15M+0.65%
Q4 202378.8K$13M+0.62%
Q3 202383.4K$12M+0.63%
Q2 202388.5K$14M+0.71%
Q1 202387.7K$12M+0.72%
Q4 202281.3K$12M+0.72%
Q3 202280.0K$11M+0.75%
Q2 202277.2K$9M+0.64%
Q1 202276.9K$9M+0.70%
Q4 202175.8K$12M+0.82%
Q3 202175.3K$13M+0.89%
Q2 202175.0K$11M+0.85%
Q1 202176.0K$11M+0.94%
Q4 202033.8K$5M+0.43%
Q3 202032.8K$3M+0.40%
Q2 202051.9K$5M+0.63%
Q1 202049.5K$5M+0.73%
Q4 201928.6K$4M+0.48%
Q3 201920.7K$3M+0.37%
Q2 201919.7K$2M+0.32%
Q1 201919.8K$2M+0.33%
Q4 201823.5K$2M+0.35%

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