SEC 13F Intelligence

Cfm Wealth Partners LLC / JPM

Cfm Wealth Partners LLC’s Jpmorgan Chase & Co Position

Does Cfm Wealth Partners LLC own Jpmorgan Chase & Co (JPM)? Yes — 35.8K shares worth $11M (+1.58% of its 13F portfolio) as of Q1 2026, up from 35.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
35.8K
% of Portfolio
+1.58%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.8K$11M+1.58%
Q4 202535.6K$11M+1.65%
Q3 202534.3K$11M+1.57%
Q2 202533.0K$10M+1.52%
Q1 202532.8K$8M+1.42%
Q4 202431.4K$8M+1.27%
Q3 202429.7K$6M+1.09%
Q2 202428.8K$6M+1.07%
Q1 202428.2K$6M+1.13%
Q4 202327.4K$5M+1.05%
Q3 202327.2K$4M+1.03%
Q2 202326.3K$4M+0.93%
Q1 202326.4K$3M+0.93%
Q4 202226.0K$3M+1.04%
Q3 202225.1K$3M+0.84%
Q2 202222.0K$2M+0.74%
Q1 202222.9K$3M+0.75%
Q4 202120.5K$3M+0.74%
Q3 202117.2K$3M+0.71%
Q2 202116.8K$3M+0.69%
Q1 202116.8K$3M+0.77%
Q4 202016.8K$2M+0.68%
Q3 202016.8K$2M+0.65%
Q2 202014.7K$1M+0.53%
Q1 202015.9K$1M+0.67%
Q4 201914.8K$2M+0.75%

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