SEC 13F Intelligence

Algorithmic Investment Models, LLC / JPM

Algorithmic Investment Models, LLC’s Jpmorgan Chase & Co Position

Does Algorithmic Investment Models, LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 5.9K shares worth $1M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2025
Shares
5.9K
% of Portfolio
+1.07%
Quarters Held
1
position exited

Position History JPM

Reported value by quarter
Q1 ’25: $1MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20255.9K$1M+1.07%

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