M Holdings Securities, Inc. / JPM
M Holdings Securities, Inc.’s Jpmorgan Chase & Co Position
Does M Holdings Securities, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 76.2K shares worth $23M (+1.54% of its 13F portfolio) as of Q1 2026, up from 75.1K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
76.2K
% of Portfolio
+1.54%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 76.2K | $23M | +1.54% |
| Q4 2025 | 75.1K | $24M | +1.73% |
| Q2 2025 | 33.2K | $10M | +1.64% |
| Q1 2025 | 26.3K | $6M | +1.07% |
| Q4 2024 | 25.8K | $6M | +1.00% |
| Q3 2024 | 26.9K | $6M | +1.42% |
| Q2 2024 | 82.6K | $17M | +2.16% |
| Q1 2024 | 25.6K | $5M | +0.86% |
| Q4 2023 | 32.8K | $6M | +0.63% |
| Q3 2023 | 4.2K | $610,000 | +0.13% |
| Q1 2023 | 29.6K | $4M | +0.40% |
| Q4 2022 | 39.9K | $5M | +0.56% |
| Q3 2022 | 39.9K | $4M | +0.46% |
| Q2 2022 | 40.2K | $5M | +0.46% |
| Q1 2022 | 39.0K | $5M | +0.40% |
| Q2 2021 | 47.1K | $7M | +0.72% |
| Q1 2021 | 50.9K | $8M | +0.71% |
| Q4 2020 | 34.8K | $4M | +0.56% |
| Q3 2020 | 34.0K | $3M | +0.52% |
| Q2 2020 | 32.9K | $3M | +0.55% |
| Q1 2020 | 50.1K | $5M | +0.67% |
| Q4 2019 | 30.1K | $4M | +1.23% |
| Q3 2019 | 31.9K | $4M | +1.15% |
| Q2 2019 | 32.9K | $4M | +1.24% |
| Q1 2019 | 58.9K | $6M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of JPM.