Magnolia Capital Advisors LLC / JPM
Magnolia Capital Advisors LLC’s Jpmorgan Chase & Co Position
Does Magnolia Capital Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 17.8K shares worth $5M (+1.03% of its 13F portfolio) as of Q1 2026, up from 16.8K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
17.8K
% of Portfolio
+1.03%
Quarters Held
24
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.8K | $5M | +1.03% |
| Q4 2025 | 16.8K | $5M | +1.14% |
| Q3 2025 | 16.6K | $5M | +1.37% |
| Q2 2025 | 17.2K | $5M | +1.26% |
| Q1 2025 | 17.8K | $4M | +1.19% |
| Q4 2024 | 11.6K | $3M | +1.39% |
| Q3 2024 | 12.1K | $3M | +1.27% |
| Q2 2024 | 118.8K | $5M | +1.46% |
| Q1 2024 | 22.3K | $4M | +3.46% |
| Q4 2023 | 19.1K | $3M | +2.46% |
| Q3 2023 | 18.2K | $2M | +2.40% |
| Q2 2023 | 17.9K | $3M | +1.31% |
| Q1 2023 | 18.0K | $2M | +1.21% |
| Q4 2022 | 17.3K | $2,320 | +1.54% |
| Q3 2022 | 17.9K | $2M | +1.59% |
| Q2 2022 | 16.6K | $2M | +1.70% |
| Q1 2022 | 16.8K | $2M | +0.90% |
| Q4 2021 | 16.7K | $3M | +0.77% |
| Q3 2021 | 17.9K | $3M | +1.02% |
| Q2 2021 | 15.5K | $2M | +1.07% |
| Q4 2020 | 6.8K | $861,000 | +0.56% |
| Q3 2020 | 6.4K | $612,000 | +0.48% |
| Q2 2020 | 6.1K | $570,000 | +0.73% |
| Q1 2020 | 6.3K | $563,000 | +1.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Magnolia Capital Advisors LLC’s full portfolio or all institutional holders of JPM.