SEC 13F Intelligence

Global Wealth Management Investment Advisory, Inc. / JPM

Global Wealth Management Investment Advisory, Inc.’s Jpmorgan Chase & Co Position

Does Global Wealth Management Investment Advisory, Inc. own Jpmorgan Chase & Co (JPM)? Yes41.9K shares worth $12M (+1.93% of its 13F portfolio) as of Q1 2026, up from 40.4K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
41.9K
% of Portfolio
+1.93%
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: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $11MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.9K$12M+1.93%
Q4 202540.4K$13M+2.09%
Q3 202539.3K$12M+2.08%
Q2 202542.0K$12M+2.28%
Q1 202543.7K$11M+2.14%
Q4 202444.4K$11M+2.19%
Q3 202443.6K$9M+1.98%
Q2 202442.8K$9M+2.01%
Q1 202441.4K$8M+2.03%
Q4 202343.3K$7M+1.89%
Q3 202343.7K$6M+1.77%
Q2 202343.2K$6M+1.72%
Q1 202342.1K$5M+1.65%
Q4 202240.7K$5M+1.78%
Q3 202240.2K$4M+1.50%
Q2 202238.6K$4M+1.47%
Q1 202232.1K$4M+1.30%
Q4 202131.1K$5M+1.48%
Q3 202130.6K$5M+1.59%
Q2 202128.9K$4M+1.50%
Q1 202128.3K$4M+1.55%
Q4 202029.7K$4M+1.46%
Q3 202029.3K$3M+1.22%
Q2 202026.1K$2M+1.05%
Q1 202023.9K$2M+1.09%
Q4 201917.2K$2M+1.01%
Q3 201917.9K$2M+0.96%
Q2 201917.3K$2M+0.94%
Q1 201916.3K$2M+0.85%
Q4 201814.6K$1M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Global Wealth Management Investment Advisory, Inc.’s full portfolio or all institutional holders of JPM.