SEC 13F Intelligence

Pegasus Asset Management, Inc. / JPM

Pegasus Asset Management, Inc.’s Jpmorgan Chase & Co Position

Does Pegasus Asset Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 34.0K shares worth $10M (+3.20% of its 13F portfolio) as of Q1 2026, up from 33.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
34.0K
% of Portfolio
+3.20%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$10M+3.20%
Q4 202533.7K$11M+3.34%
Q3 202533.4K$11M+3.38%
Q2 202533.1K$10M+3.28%
Q1 202532.6K$8M+3.20%
Q4 202432.4K$8M+2.93%
Q3 202432.6K$7M+2.63%
Q2 202433.4K$7M+2.59%
Q1 202432.0K$6M+2.48%
Q4 202331.8K$5M+2.32%
Q3 202331.4K$5M+2.12%
Q2 202331.1K$5M+2.01%
Q1 202330.7K$4M+1.98%
Q4 202230.7K$4M+2.22%
Q3 202230.5K$3M+1.80%
Q2 202230.9K$3M+1.89%
Q1 202231.8K$4M+1.88%
Q4 202131.5K$5M+2.04%
Q3 202131.0K$5M+2.33%
Q2 202130.7K$5M+2.23%
Q1 202130.5K$5M+2.36%
Q4 202029.9K$4M+2.08%
Q3 202029.6K$3M+1.78%
Q2 202029.0K$3M+1.86%
Q1 202028.6K$3M+2.12%
Q4 201928.2K$4M+2.59%
Q3 201927.8K$3M+2.38%
Q2 201927.4K$3M+2.38%
Q1 201926.7K$3M+2.23%
Q4 201825.4K$2M+2.34%

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