Occidental Asset Management, LLC / JPM
Occidental Asset Management, LLC’s Jpmorgan Chase & Co Position
Does Occidental Asset Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 33.3K shares worth $10M (+1.16% of its 13F portfolio) as of Q1 2026, up from 32.9K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
33.3K
% of Portfolio
+1.16%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 33.3K | $10M | +1.16% |
| Q4 2025 | 32.9K | $11M | +1.27% |
| Q3 2025 | 30.7K | $10M | +1.22% |
| Q2 2025 | 27.4K | $8M | +1.10% |
| Q1 2025 | 26.2K | $6M | +0.97% |
| Q4 2024 | 24.0K | $6M | +0.90% |
| Q3 2024 | 23.2K | $5M | +0.79% |
| Q2 2024 | 21.8K | $4M | +0.77% |
| Q1 2024 | 23.8K | $5M | +0.89% |
| Q4 2023 | 18.5K | $3M | +0.65% |
| Q3 2023 | 18.0K | $3M | +0.60% |
| Q2 2023 | 17.7K | $3M | +0.58% |
| Q1 2023 | 16.8K | $2M | +0.54% |
| Q4 2022 | 16.1K | $2M | +0.59% |
| Q3 2022 | 14.7K | $2M | +0.46% |
| Q2 2022 | 13.8K | $2M | +0.46% |
| Q1 2022 | 12.9K | $2M | +0.45% |
| Q4 2021 | 12.6K | $2M | +0.47% |
| Q3 2021 | 11.8K | $2M | +0.50% |
| Q2 2021 | 11.1K | $2M | +0.46% |
| Q1 2021 | 10.4K | $2M | +0.47% |
| Q4 2020 | 9.6K | $1M | +0.40% |
| Q3 2020 | 9.0K | $866,000 | +0.36% |
| Q2 2020 | 8.9K | $833,000 | +0.37% |
| Q1 2020 | 8.3K | $748,000 | +0.38% |
| Q4 2019 | 7.9K | $1M | +0.45% |
| Q3 2019 | 7.5K | $880,000 | +0.37% |
| Q2 2019 | 6.3K | $700,000 | +0.32% |
| Q1 2019 | 2.6K | $267,000 | +0.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Occidental Asset Management, LLC’s full portfolio or all institutional holders of JPM.