SEC 13F Intelligence

Capital Analysts, LLC / JPM

Capital Analysts, LLC’s Jpmorgan Chase & Co Position

Does Capital Analysts, LLC own Jpmorgan Chase & Co (JPM)? Yes — 49.6K shares worth $15M (+0.38% of its 13F portfolio) as of Q1 2026, down from 50.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
49.6K
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.6K$15M+0.38%
Q4 202550.1K$16M+0.45%
Q3 202550.6K$16M+0.47%
Q2 202552.8K$15M+0.51%
Q1 202555.0K$13M+0.50%
Q4 202455.4K$13M+0.53%
Q3 202456.7K$12M+0.49%
Q2 202454.5K$11M+0.49%
Q1 202454.5K$11M+0.51%
Q4 202356.0K$10M+0.48%
Q3 202354.4K$8M+0.44%
Q2 202353.1K$8M+0.43%
Q1 202340.0K$5M+0.30%
Q4 202239.5K$5M+0.32%
Q3 202238.2K$4M+0.27%
Q2 202236.7K$4M+0.29%
Q1 202236.3K$5M+0.31%
Q4 202137.2K$6M+0.36%
Q3 202138.5K$6M+0.41%
Q2 202138.3K$6M+0.40%
Q1 202139.6K$6M+0.42%
Q4 202031.6K$4M+0.35%
Q3 202033.0K$3M+0.30%
Q2 202031.4K$3M+0.31%
Q1 202031.3K$3M+0.35%
Q4 201932.7K$5M+0.45%
Q3 201932.0K$4M+0.40%
Q2 201931.6K$4M+0.39%
Q1 201931.5K$3M+0.37%
Q4 201832.2K$3M+0.41%

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