SEC 13F Intelligence

X-Square Capital, LLC / JPM

X-Square Capital, LLC’s Jpmorgan Chase & Co Position

Does X-Square Capital, LLC own Jpmorgan Chase & Co (JPM)? Yes — 12.3K shares worth $3,610 (+1.22% of its 13F portfolio) as of Q1 2026, down from 21.8K shares the prior filed quarter.

Position Value
$3,610
Q1 2026
Shares
12.3K
% of Portfolio
+1.22%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $500,000Q4 ’18Q1 ’19: $521,000Q2 ’19: $614,000Q3 ’19: $643,000Q4 ’19: $758,000Q4 ’19Q1 ’20: $677,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $2MQ4 ’22: $3,143Q4 ’22Q1 ’23: $2,825Q2 ’23: $3,067Q3 ’23: $3,067Q4 ’23: $3,450Q4 ’23Q1 ’24: $4,176Q2 ’24: $4,266Q3 ’24: $4,567Q4 ’24: $5,199Q4 ’24Q1 ’25: $5,445Q2 ’25: $6,407Q3 ’25: $7,032Q4 ’25: $7,030Q4 ’25Q1 ’26: $3,610filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.3K$3,610+1.22%
Q4 202521.8K$7,030+2.30%
Q3 202522.3K$7,032+2.20%
Q2 202522.1K$6,407+2.30%
Q1 202522.2K$5,445+2.34%
Q4 202421.7K$5,199+2.14%
Q3 202421.7K$4,567+2.01%
Q2 202421.1K$4,266+1.98%
Q1 202421.3K$4,176+1.98%
Q4 202320.3K$3,450+1.90%
Q3 202321.1K$3,067+2.06%
Q2 202321.1K$3,067+2.06%
Q1 202321.7K$2,825+1.67%
Q4 202223.4K$3,143+1.79%
Q3 202223.5K$2M+1.56%
Q2 202223.3K$3M+1.58%
Q1 202224.4K$3M+1.73%
Q4 202124.0K$4M+1.91%
Q3 202125.3K$4M+2.15%
Q2 202123.8K$4M+1.76%
Q1 202119.7K$3M+1.38%
Q4 202012.9K$2M+0.88%
Q3 202011.7K$1M+0.81%
Q2 202012.0K$1M+0.80%
Q1 20207.5K$677,000+0.67%
Q4 20195.4K$758,000+0.45%
Q3 20195.5K$643,000+0.41%
Q2 20195.5K$614,000+0.39%
Q1 20195.1K$521,000+0.36%
Q4 20185.1K$500,000+0.39%

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