Private Advisory Group LLC / JPM
Private Advisory Group LLC’s Jpmorgan Chase & Co Position
Does Private Advisory Group LLC own Jpmorgan Chase & Co (JPM)? Yes — 45.7K shares worth $13M (+0.88% of its 13F portfolio) as of Q1 2026, up from 44.0K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
45.7K
% of Portfolio
+0.88%
Quarters Held
21
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 45.7K | $13M | +0.88% |
| Q4 2025 | 44.0K | $14M | +1.11% |
| Q3 2025 | 42.8K | $13M | +1.11% |
| Q2 2025 | 44.2K | $13M | +1.16% |
| Q1 2025 | 25.3K | $6M | +0.69% |
| Q4 2024 | 20.9K | $5M | +0.56% |
| Q3 2024 | 19.9K | $4M | +0.50% |
| Q2 2024 | 1.8K | $367,102 | +0.05% |
| Q1 2024 | 1.0K | $207,911 | +0.03% |
| Q4 2022 | 68.1K | $9M | +2.00% |
| Q3 2022 | 67.9K | $7M | +1.62% |
| Q2 2022 | 88.9K | $10M | +2.27% |
| Q1 2022 | 93.6K | $13M | +2.50% |
| Q4 2021 | 82.2K | $13M | +2.46% |
| Q3 2021 | 78.4K | $13M | +3.13% |
| Q2 2021 | 78.0K | $12M | +3.05% |
| Q1 2021 | 64.5K | $10M | +2.81% |
| Q4 2020 | 66.1K | $8M | +2.78% |
| Q3 2020 | 65.4K | $6M | +2.53% |
| Q2 2020 | 65.7K | $6M | +2.53% |
| Q1 2020 | 3.9K | $348,000 | +0.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Advisory Group LLC’s full portfolio or all institutional holders of JPM.