SEC 13F Intelligence

Tower View Wealth Management LLC / JPM

Tower View Wealth Management LLC’s Jpmorgan Chase & Co Position

Does Tower View Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 9.8K shares worth $3M (+1.47% of its 13F portfolio) as of Q1 2026, up from 9.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.8K
% of Portfolio
+1.47%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $10,000Q4 ’18Q1 ’19: $10,000Q2 ’19: $11,000Q3 ’19: $17,000Q4 ’19: $20,000Q4 ’19Q1 ’20: $8,000Q2 ’20: $12,000Q3 ’20: $13,000Q4 ’20: $17,000Q4 ’20Q1 ’21: $34,000Q2 ’21: $35,000Q3 ’21: $70,000Q4 ’21: $68,000Q4 ’21Q1 ’22: $46,000Q2 ’22: $38,000Q3 ’22: $28,000Q4 ’22: $37Q4 ’22Q1 ’23: $36Q2 ’23: $40Q3 ’23: $40Q4 ’23: $48Q4 ’23Q1 ’24: $54,372Q2 ’24: $55,229Q3 ’24: $57,884Q4 ’24: $66,171Q4 ’24Q1 ’25: $68,028Q2 ’25: $80,866Q3 ’25: $88,398Q4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.8K$3M+1.47%
Q4 20259.7K$3M+1.54%
Q3 2025280$88,398+0.05%
Q2 2025279$80,866+0.04%
Q1 2025277$68,028+0.04%
Q4 2024276$66,171+0.03%
Q3 2024275$57,884+0.03%
Q2 2024273$55,229+0.03%
Q1 2024271$54,372+0.03%
Q4 2023281$48+0.03%
Q3 2023279$40+0.03%
Q2 2023277$40+0.03%
Q1 2023275$36+0.02%
Q4 2022273$37+0.03%
Q3 2022271$28,000+0.02%
Q2 2022336$38,000+0.03%
Q1 2022335$46,000+0.02%
Q4 2021429$68,000+0.03%
Q3 2021428$70,000+0.04%
Q2 2021226$35,000+0.02%
Q1 2021225$34,000+0.02%
Q4 2020131$17,000+0.01%
Q3 2020131$13,000+0.01%
Q2 2020130$12,000+0.01%
Q1 202092$8,000+0.01%
Q4 2019143$20,000+0.02%
Q3 2019142$17,000+0.01%
Q2 2019101$11,000+0.01%
Q1 2019101$10,000+0.01%
Q4 2018101$10,000+0.01%

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