SEC 13F Intelligence

Circle Wealth Management, LLC / JPM

Circle Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Circle Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 74.9K shares worth $22M (+0.31% of its 13F portfolio) as of Q1 2026, up from 72.8K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
74.9K
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $8MQ2 ’19: $6MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $12MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $16MQ3 ’24: $16MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $21MQ3 ’25: $23MQ4 ’25: $23MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.9K$22M+0.31%
Q4 202572.8K$23M+0.36%
Q3 202573.8K$23M+0.45%
Q2 202573.0K$21M+0.46%
Q1 202573.4K$18M+0.41%
Q4 202474.6K$18M+0.38%
Q3 202475.2K$16M+0.35%
Q2 202476.7K$16M+0.36%
Q1 202478.9K$16M+0.39%
Q4 202378.6K$13M+0.34%
Q3 202377.8K$11M+0.28%
Q2 202375.3K$11M+1.45%
Q1 202375.0K$10M+1.41%
Q4 202288.0K$12M+1.82%
Q3 202289.7K$9M+1.55%
Q2 202291.4K$10M+1.64%
Q1 202289.4K$12M+1.60%
Q4 202186.5K$14M+1.79%
Q3 202185.7K$14M+2.02%
Q2 202187.8K$14M+1.96%
Q1 202186.2K$13M+2.09%
Q4 202099.4K$13M+1.81%
Q3 202092.1K$9M+1.46%
Q2 202091.9K$9M+1.51%
Q1 202091.1K$8M+1.59%
Q4 201981.9K$11M+1.98%
Q3 201981.8K$10M+2.05%
Q2 201954.3K$6M+1.32%
Q1 201976.7K$8M+1.74%
Q4 201852.5K$5M+1.92%

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