SEC 13F Intelligence

Select Asset Management & Trust / JPM

Select Asset Management & Trust’s Jpmorgan Chase & Co Position

Does Select Asset Management & Trust own Jpmorgan Chase & Co (JPM)? Yes14.2K shares worth $4M (+1.30% of its 13F portfolio) as of Q1 2026, up from 13.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.2K
% of Portfolio
+1.30%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $1MQ2 ’22: $995,000Q2 ’22Q3 ’22: $887,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.2K$4M+1.30%
Q4 202513.2K$4M+1.32%
Q3 202513.3K$4M+1.29%
Q2 202513.3K$4M+1.32%
Q1 202510.6K$3M+1.05%
Q4 202410.7K$3M+0.99%
Q3 202410.7K$2M+0.83%
Q2 20248.9K$2M+0.71%
Q1 20248.9K$2M+0.74%
Q4 202310.5K$2M+0.88%
Q3 202310.5K$2M+0.88%
Q2 202310.5K$2M+0.93%
Q1 20238.4K$1M+0.96%
Q4 20228.4K$1M+1.35%
Q3 20228.5K$887,000+1.06%
Q2 20228.8K$995,000+1.07%
Q1 20228.9K$1M+1.03%
Q4 202120.9K$3M+2.19%
Q3 202124.5K$4M+2.89%
Q2 202123.6K$4M+2.08%
Q1 202138.6K$6M+3.90%
Q4 202032.8K$4M+3.33%

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