SEC 13F Intelligence

Addenda Capital Inc. / JPM

Addenda Capital Inc.’s Jpmorgan Chase & Co Position

Does Addenda Capital Inc. own Jpmorgan Chase & Co (JPM)? Yes — 87.2K shares worth $29M (+0.78% of its 13F portfolio) as of Q2 2026, down from 88.5K shares the prior filed quarter.

Position Value
$29M
Q2 2026
Shares
87.2K
% of Portfolio
+0.78%
Quarters Held
31
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $15MQ3 ’21: $16MQ4 ’21: $16MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $11MQ4 ’22: $13MQ4 ’22Q1 ’23: $12MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $11MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $18MQ3 ’25: $28MQ4 ’25: $28MQ4 ’25Q1 ’26: $26MQ2 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202687.2K$29M+0.78%
Q1 202688.5K$26M+0.73%
Q4 202586.3K$28M+0.82%
Q3 202587.5K$28M+0.82%
Q2 202562.2K$18M+0.65%
Q1 202557.7K$14M+0.52%
Q4 202457.5K$14M+0.49%
Q3 202452.5K$11M+0.40%
Q2 202452.5K$11M+0.42%
Q1 202459.2K$12M+0.45%
Q4 202362.7K$11M+0.42%
Q3 202368.0K$10M+0.43%
Q2 202374.1K$11M+0.45%
Q1 202389.0K$12M+0.48%
Q4 202298.6K$13M+0.57%
Q3 2022100.5K$11M+0.48%
Q2 2022113.4K$13M+0.61%
Q1 2022114.2K$16M+0.64%
Q4 202198.0K$16M+0.67%
Q3 202195.8K$16M+0.74%
Q2 202194.2K$15M+0.69%
Q1 202181.6K$10M+0.53%
Q4 202081.6K$10M+0.65%
Q3 202076.6K$7M+0.54%
Q2 202079.1K$7M+0.52%
Q1 202072.1K$6M+0.55%
Q4 201958.8K$8M+0.54%
Q3 201956.0K$7M+0.46%
Q2 201956.2K$6M+0.46%
Q1 201969.1K$7M+0.51%
Q4 201865.1K$6M+0.56%

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