Prudent Man Advisors, LLC / JPM
Prudent Man Advisors, LLC’s Jpmorgan Chase & Co Position
Does Prudent Man Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 20.8K shares worth $6M (+1.84% of its 13F portfolio) as of Q1 2026, up from 13.5K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
20.8K
% of Portfolio
+1.84%
Quarters Held
24
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.8K | $6M | +1.84% |
| Q4 2025 | 13.5K | $4M | +1.58% |
| Q3 2025 | 13.7K | $4M | +1.59% |
| Q2 2025 | 19.0K | $6M | +1.75% |
| Q1 2025 | 17.1K | $4M | +1.53% |
| Q4 2024 | 16.7K | $4M | +1.45% |
| Q3 2024 | 18.4K | $4M | +1.30% |
| Q2 2024 | 20.4K | $4M | +1.46% |
| Q1 2024 | 19.6K | $4M | +1.47% |
| Q4 2023 | 20.8K | $4M | +1.32% |
| Q3 2023 | 20.1K | $3M | +1.16% |
| Q2 2023 | 17.4K | $2,529 | +0.95% |
| Q1 2023 | 17.8K | $2,321 | +0.91% |
| Q4 2022 | 13.8K | $1,851 | +0.75% |
| Q3 2022 | 12.0K | $1M | +0.59% |
| Q2 2022 | 11.8K | $1M | +0.62% |
| Q1 2022 | 11.9K | $2M | +0.66% |
| Q4 2021 | 6.4K | $1M | +0.39% |
| Q3 2021 | 7.5K | $1M | +0.46% |
| Q2 2021 | 7.5K | $1M | +0.45% |
| Q1 2021 | 7.5K | $1M | +0.48% |
| Q4 2020 | 7.2K | $916,000 | +0.38% |
| Q3 2020 | 7.5K | $725,000 | +0.38% |
| Q2 2020 | 7.3K | $684,000 | +0.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Prudent Man Advisors, LLC’s full portfolio or all institutional holders of JPM.