Shepherd Financial Partners LLC / JPM
Shepherd Financial Partners LLC’s Jpmorgan Chase & Co Position
Does Shepherd Financial Partners LLC own Jpmorgan Chase & Co (JPM)? Yes — 46.3K shares worth $14M (+1.29% of its 13F portfolio) as of Q1 2026, down from 47.3K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
46.3K
% of Portfolio
+1.29%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 46.3K | $14M | +1.29% |
| Q4 2025 | 47.3K | $15M | +1.41% |
| Q3 2025 | 48.1K | $15M | +1.44% |
| Q2 2025 | 48.1K | $14M | +1.47% |
| Q1 2025 | 48.1K | $12M | +1.38% |
| Q4 2024 | 47.1K | $11M | +1.35% |
| Q3 2024 | 46.9K | $10M | +1.19% |
| Q2 2024 | 46.2K | $9M | +1.21% |
| Q1 2024 | 45.9K | $9M | +1.20% |
| Q4 2023 | 44.9K | $8M | +1.09% |
| Q3 2023 | 44.8K | $7M | +1.02% |
| Q2 2023 | 41.9K | $6M | +0.95% |
| Q1 2023 | 40.9K | $5M | +0.89% |
| Q4 2022 | 40.3K | $5M | +0.98% |
| Q3 2022 | 40.0K | $4M | +0.81% |
| Q2 2022 | 39.1K | $4M | +0.86% |
| Q1 2022 | 38.0K | $5M | +0.92% |
| Q4 2021 | 36.9K | $6M | +1.01% |
| Q3 2021 | 35.9K | $6M | +1.13% |
| Q2 2021 | 35.6K | $6M | +1.05% |
| Q1 2021 | 34.9K | $5M | +1.17% |
| Q4 2020 | 34.0K | $4M | +0.99% |
| Q3 2020 | 32.9K | $3M | +0.75% |
| Q2 2020 | 32.4K | $3M | +0.83% |
| Q1 2020 | 31.4K | $3M | +0.98% |
| Q4 2019 | 43.5K | $6M | +1.41% |
| Q3 2019 | 45.5K | $5M | +1.34% |
| Q2 2019 | 45.3K | $5M | +0.95% |
| Q1 2019 | 46.0K | $5M | +0.90% |
| Q4 2018 | 44.7K | $4M | +0.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shepherd Financial Partners LLC’s full portfolio or all institutional holders of JPM.