SEC 13F Intelligence

West Branch Capital LLC / JPM

West Branch Capital LLC’s Jpmorgan Chase & Co Position

Does West Branch Capital LLC own Jpmorgan Chase & Co (JPM)? Yes — 33.9K shares worth $11M (+2.58% of its 13F portfolio) as of Q2 2026, down from 34.0K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
33.9K
% of Portfolio
+2.58%
Quarters Held
31
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’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: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10MQ2 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202633.9K$11M+2.58%
Q1 202634.0K$10M+2.68%
Q4 202534.0K$11M+2.83%
Q3 202533.9K$11M+2.80%
Q2 202533.9K$10M+2.91%
Q1 202534.1K$8M+2.79%
Q4 202433.0K$8M+2.52%
Q3 202432.3K$7M+2.35%
Q2 202431.9K$6M+2.40%
Q1 202431.8K$6M+2.57%
Q4 202330.2K$5M+2.41%
Q3 202329.2K$4M+2.23%
Q2 202329.3K$4M+2.13%
Q1 202329.0K$4M+2.11%
Q4 202229.5K$4M+2.44%
Q3 202229.3K$3M+1.90%
Q2 202229.3K$3M+1.91%
Q1 202229.4K$4M+1.91%
Q4 202131.6K$5M+2.13%
Q3 202130.6K$5M+2.41%
Q2 202130.6K$5M+2.34%
Q1 202130.2K$5M+2.69%
Q4 202031.1K$4M+2.33%
Q3 202033.0K$3M+2.03%
Q2 202033.7K$3M+2.23%
Q1 202031.9K$3M+2.74%
Q4 201933.8K$5M+3.28%
Q3 201936.5K$4M+3.18%
Q2 201937.1K$4M+3.42%
Q1 201935.2K$4M+3.19%
Q4 201835.5K$3M+3.65%

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