SEC 13F Intelligence

O'dell Group, LLC / JPM

O'dell Group, LLC’s Jpmorgan Chase & Co Position

Does O'dell Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 19.3K shares worth $6M (+1.30% of its 13F portfolio) as of Q3 2025, up from 17.3K shares the prior filed quarter.

Position Value
$6M
Q3 2025
Shares
19.3K
% of Portfolio
+1.30%
Quarters Held
28
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: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $5MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202519.3K$6M+1.30%
Q2 202517.3K$5M+1.25%
Q1 202517.3K$4M+1.10%
Q4 202418.4K$4M+1.00%
Q3 202419.4K$4M+0.91%
Q2 202419.6K$4M+0.96%
Q1 202419.6K$4M+0.96%
Q4 202319.9K$3M+0.89%
Q3 202320.2K$3M+0.89%
Q2 202320.6K$3M+0.85%
Q1 202320.0K$3M+0.84%
Q4 202220.6K$3M+0.97%
Q3 202220.4K$2M+0.77%
Q2 202240.2K$5M+0.80%
Q1 202219.7K$3M+0.79%
Q4 202119.2K$3M+0.88%
Q3 202119.1K$3M+0.99%
Q2 202119.2K$3M+0.95%
Q1 202118.5K$3M+0.99%
Q4 202018.2K$2M+0.90%
Q3 202018.6K$2M+0.87%
Q2 202018.5K$2M+0.91%
Q1 202015.8K$1M+0.93%
Q4 201914.5K$2M+1.02%
Q3 201914.2K$2M+0.93%
Q2 201915.1K$2M+1.03%
Q1 201915.9K$2M+1.01%
Q4 201815.3K$1M+1.10%

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