SEC 13F Intelligence

Gifford Fong Associates / JPM

Gifford Fong Associates’s Jpmorgan Chase & Co Position

Does Gifford Fong Associates own Jpmorgan Chase & Co (JPM)? Yes — 35.3K shares worth $11M (+2.27% of its 13F portfolio) as of Q4 2025.

Position Value
$11M
Q4 2025
Shares
35.3K
% of Portfolio
+2.27%
Quarters Held
28
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ1 ’21: $9MQ1 ’21Q2 ’21: $9MQ3 ’21: $10MQ4 ’21: $9MQ1 ’22: $8MQ1 ’22Q2 ’22: $7MQ3 ’22: $6MQ4 ’22: $8MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ1 ’25: $9MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202535.3K$11M+2.27%
Q3 202535.3K$11M+2.34%
Q2 202535.3K$10M+2.36%
Q1 202535.3K$9M+2.15%
Q4 202435.3K$8M+2.08%
Q3 202435.3K$7M+1.86%
Q2 202435.3K$7M+1.89%
Q1 202435.3K$7M+1.95%
Q4 202335.3K$6M+1.28%
Q3 202335.3K$5M+1.22%
Q2 202335.3K$5M+1.20%
Q1 202335.3K$5M+1.21%
Q4 202258.8K$8M+1.81%
Q3 202258.8K$6M+1.52%
Q2 202258.8K$7M+1.54%
Q1 202258.8K$8M+1.47%
Q4 202158.8K$9M+1.63%
Q3 202158.8K$10M+1.87%
Q2 202158.8K$9M+1.78%
Q1 202158.8K$9M+1.92%
Q3 202058.8K$6M+1.52%
Q2 202058.8K$6M+1.68%
Q1 202058.8K$5M+1.94%
Q4 201958.8K$8M+2.39%
Q3 201958.8K$7M+2.26%
Q2 201958.8K$7M+2.20%
Q1 201983.8K$8M+2.80%
Q4 201883.8K$8M+3.09%

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