SEC 13F Intelligence

Hedeker Wealth, LLC / JPM

Hedeker Wealth, LLC’s Jpmorgan Chase & Co Position

Does Hedeker Wealth, LLC own Jpmorgan Chase & Co (JPM)? Yes18.3K shares worth $5M (+1.14% of its 13F portfolio) as of Q1 2026, up from 18.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.3K
% of Portfolio
+1.14%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $3MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.3K$5M+1.14%
Q4 202518.2K$6M+1.23%
Q3 202518.6K$6M+1.22%
Q2 202518.4K$5M+1.24%
Q1 202518.5K$5M+1.22%
Q4 202418.9K$5M+1.13%
Q3 202419.0K$4M+1.06%
Q2 202419.0K$4M+1.11%
Q1 202419.4K$4M+1.12%
Q4 202318.7K$3M+1.01%
Q3 202319.2K$3M+0.96%
Q2 202331.9K$5M+1.55%
Q1 202339.8K$5M+1.84%
Q4 202240.1K$5M+2.01%
Q3 202240.1K$4M+1.63%
Q2 202235.9K$4M+1.42%
Q1 202238.6K$5M+1.59%
Q4 202137.5K$6M+1.72%
Q3 202137.7K$6M+1.91%
Q2 202136.2K$6M+1.75%
Q1 202137.3K$6M+1.99%
Q4 202037.6K$5M+1.67%
Q3 202036.1K$3M+1.64%
Q2 202042.0K$4M+2.04%
Q1 202041.8K$4M+2.37%
Q4 201942.5K$6M+3.18%
Q3 201942.5K$5M+3.02%
Q2 201940.9K$5M+2.90%
Q1 201939.6K$4M+2.94%
Q4 201839.1K$4M+3.06%

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