SEC 13F Intelligence

Natural Investments, LLC / JPM

Natural Investments, LLC’s Jpmorgan Chase & Co Position

Does Natural Investments, LLC own Jpmorgan Chase & Co (JPM)? Yes — 16.5K shares worth $5M (+1.20% of its 13F portfolio) as of Q1 2026, up from 16.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.5K
% of Portfolio
+1.20%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.5K$5M+1.20%
Q4 202516.5K$5M+1.32%
Q3 202515.3K$5M+1.20%
Q2 202515.4K$4M+1.15%
Q1 202515.8K$4M+1.10%
Q4 202415.7K$4M+1.04%

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