SEC 13F Intelligence

Holistic Financial Partners / JPM

Holistic Financial Partners’s Jpmorgan Chase & Co Position

Does Holistic Financial Partners own Jpmorgan Chase & Co (JPM)? Yes — 15.0K shares worth $4M (+1.64% of its 13F portfolio) as of Q1 2026, down from 15.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
15.0K
% of Portfolio
+1.64%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.0K$4M+1.64%
Q4 202515.1K$5M+1.76%
Q3 202515.5K$5M+2.00%
Q2 202515.3K$4M+1.95%
Q1 202515.5K$4M+1.83%
Q4 202415.6K$4M+1.85%
Q3 202415.4K$3M+1.57%
Q2 202415.3K$3M+1.55%
Q1 202415.7K$3M+1.60%
Q4 202315.5K$3M+1.59%
Q3 202314.7K$2M+1.41%
Q2 202314.1K$2M+1.42%
Q1 202313.4K$2M+1.37%
Q4 202212.0K$2M+1.44%
Q3 202211.6K$1M+1.20%
Q2 202211.5K$1M+1.22%
Q1 202213.0K$2M+1.13%
Q4 202113.6K$2M+1.25%
Q3 202113.8K$2M+1.40%
Q2 202113.8K$2M+1.28%
Q1 202113.6K$2M+1.37%
Q4 202014.8K$2M+1.30%
Q3 202015.3K$1M+1.18%
Q2 202014.8K$1M+1.21%
Q1 202014.9K$1M+1.39%
Q4 201915.1K$2M+1.26%
Q3 201914.8K$2M+1.55%
Q2 201914.9K$2M+1.66%
Q1 201914.9K$2M+0.64%
Q4 201815.2K$1M+1.55%

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