SEC 13F Intelligence

Laurel Wealth Advisors LLC / JPM

Laurel Wealth Advisors LLC’s Jpmorgan Chase & Co Position

Does Laurel Wealth Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 55.8K shares worth $17M (+1.66% of its 13F portfolio) as of Q1 2026, up from 55.7K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
55.8K
% of Portfolio
+1.66%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $57,900Q3 ’25: $17MQ4 ’25: $18MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.8K$17M+1.66%
Q4 202555.7K$18M+2.37%
Q3 202557.9K$17M+2.51%
Q2 202516.79M$57,900+0.83%
Q1 202558.1K$14M+2.23%
Q4 202459.6K$14M+2.23%
Q3 202460.1K$13M+2.02%
Q2 202460.2K$12M+2.11%
Q1 202463.3K$13M+2.16%
Q4 202363.5K$11M+2.05%
Q3 202362.2K$9M+1.91%
Q2 202365.4K$10M+1.90%
Q1 202367.1K$9M+1.85%
Q4 202265.5K$9M+1.99%
Q3 202264.5K$7M+1.68%
Q2 202261.6K$7M+1.68%
Q1 202258.0K$8M+1.66%
Q4 202157.5K$9M+1.87%
Q3 202156.8K$9M+2.05%
Q2 202159.1K$9M+1.98%
Q1 202158.5K$9M+1.96%
Q4 202058.3K$7M+1.93%
Q3 202057.6K$6M+1.72%
Q2 202057.5K$5M+1.85%
Q1 202054.7K$5M+1.93%
Q4 201952.5K$7M+2.42%
Q3 201953.1K$6M+2.23%
Q2 201951.7K$6M+2.14%
Q1 201951.1K$5M+2.00%
Q4 201850.2K$5M+2.10%

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