SEC 13F Intelligence

Stamos Capital Partners, L.P. / JPM

Stamos Capital Partners, L.P.’s Jpmorgan Chase & Co Position

Does Stamos Capital Partners, L.P. own Jpmorgan Chase & Co (JPM)? Yes — 36.0K shares worth $11M (+1.65% of its 13F portfolio) as of Q1 2026, up from 27.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
36.0K
% of Portfolio
+1.65%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $8MQ2 ’20: $5MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $10MQ2 ’22: $10MQ3 ’22: $10MQ4 ’22: $8MQ4 ’22Q1 ’23: $11MQ2 ’23: $14MQ3 ’23: $10MQ4 ’23: $8MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $9MQ3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.0K$11M+1.65%
Q4 202527.4K$9M+1.42%
Q3 202526.1K$8M+1.56%
Q2 202530.5K$9M+1.59%
Q1 202518.4K$5M+1.18%
Q4 202417.8K$4M+1.00%
Q3 202427.4K$6M+1.36%
Q2 202430.7K$6M+1.32%
Q1 202430.1K$6M+1.37%
Q4 202345.7K$8M+2.11%
Q3 202371.0K$10M+2.29%
Q2 202393.2K$14M+3.17%
Q1 202386.1K$11M+2.89%
Q4 202257.9K$8M+2.46%
Q3 202292.9K$10M+2.47%
Q2 202291.7K$10M+3.12%
Q1 202276.8K$10M+3.50%
Q4 202150.6K$8M+3.72%
Q3 202143.4K$7M+3.97%
Q2 202149.5K$8M+4.06%
Q1 202162.7K$10M+4.82%
Q4 202062.7K$8M+3.40%
Q3 202075.0K$7M+2.68%
Q2 202049.0K$5M+2.64%
Q1 202085.2K$8M+4.04%
Q4 201917.9K$3M+2.02%
Q3 201920.5K$2M+2.14%
Q2 201917.5K$2M+1.98%
Q1 201922.5K$2M+3.01%
Q4 201851.3K$5M+3.78%

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