SEC 13F Intelligence

Peak Asset Management, LLC / JPM

Peak Asset Management, LLC’s Jpmorgan Chase & Co Position

Does Peak Asset Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 77.2K shares worth $23M (+4.00% of its 13F portfolio) as of Q1 2026, down from 79.1K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
77.2K
% of Portfolio
+4.00%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $9MQ4 ’19: $10MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $10MQ4 ’22: $13MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $19MQ2 ’24: $18MQ3 ’24: $18MQ4 ’24: $20MQ4 ’24Q1 ’25: $20MQ2 ’25: $23MQ3 ’25: $25MQ4 ’25: $25MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.2K$23M+4.00%
Q4 202579.1K$25M+4.34%
Q3 202579.9K$25M+4.40%
Q2 202580.5K$23M+4.28%
Q1 202581.3K$20M+3.79%
Q4 202485.3K$20M+3.78%
Q3 202487.6K$18M+3.48%
Q2 202491.4K$18M+3.62%
Q1 202492.4K$19M+3.66%
Q4 202392.6K$16M+3.47%
Q3 202393.9K$14M+3.29%
Q2 202394.5K$14M+3.18%
Q1 202394.5K$12M+3.01%
Q4 202294.6K$13M+3.31%
Q3 202294.2K$10M+2.80%
Q2 202286.0K$10M+2.65%
Q1 202285.8K$12M+2.72%
Q4 202185.0K$13M+3.10%
Q3 202185.3K$14M+3.44%
Q2 202184.0K$13M+3.25%
Q1 202187.6K$13M+3.22%
Q4 202092.8K$12M+3.08%
Q3 202091.6K$9M+2.63%
Q2 202092.0K$9M+2.76%
Q1 202077.9K$7M+2.70%
Q4 201972.7K$10M+3.07%
Q3 201974.4K$9M+2.86%
Q2 201973.3K$8M+2.68%
Q1 201969.8K$7M+2.40%
Q4 201865.0K$6M+2.38%

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