Alpha Cubed Investments, LLC / JPM
Alpha Cubed Investments, LLC’s Jpmorgan Chase & Co Position
Does Alpha Cubed Investments, LLC own Jpmorgan Chase & Co (JPM)? Yes — 287.3K shares worth $93M (+3.17% of its 13F portfolio) as of Q4 2025, down from 331.5K shares the prior filed quarter.
Position Value
$93M
Q4 2025
Shares
287.3K
% of Portfolio
+3.17%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 287.3K | $93M | +3.17% |
| Q3 2025 | 331.5K | $105M | +3.64% |
| Q2 2025 | 337.8K | $98M | +3.72% |
| Q1 2025 | 332.4K | $82M | +3.64% |
| Q4 2024 | 284.7K | $68M | +3.12% |
| Q3 2024 | 243.2K | $51M | +2.28% |
| Q2 2024 | 181.0K | $37M | +1.74% |
| Q1 2024 | 182.5K | $37M | +1.91% |
| Q4 2023 | 209.0K | $36M | +1.99% |
| Q3 2023 | 214.3K | $31M | +2.09% |
| Q2 2023 | 212.3K | $31M | +2.08% |
| Q1 2023 | 206.1K | $27M | +1.94% |
| Q4 2022 | 230.5K | $31M | +2.34% |
| Q3 2022 | 327.1K | $34M | +2.67% |
| Q2 2022 | 340.3K | $38M | +2.78% |
| Q1 2022 | 320.9K | $44M | +2.80% |
| Q4 2021 | 267.0K | $42M | +2.77% |
| Q3 2021 | 258.2K | $42M | +3.18% |
| Q2 2021 | 261.9K | $41M | +2.94% |
| Q1 2021 | 263.9K | $40M | +3.12% |
| Q4 2020 | 253.2K | $32M | +2.75% |
| Q3 2020 | 211.4K | $20M | +1.95% |
| Q2 2020 | 173.1K | $16M | +1.78% |
| Q1 2020 | 183.0K | $16M | +1.98% |
| Q4 2019 | 196.2K | $27M | +2.81% |
| Q3 2019 | 201.4K | $24M | +2.76% |
| Q2 2019 | 189.8K | $21M | +2.46% |
| Q1 2019 | 183.6K | $19M | +2.25% |
| Q4 2018 | 174.5K | $17M | +2.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of JPM.