SEC 13F Intelligence

Am Investment Strategies LLC / JPM

Am Investment Strategies LLC’s Jpmorgan Chase & Co Position

Does Am Investment Strategies LLC own Jpmorgan Chase & Co (JPM)? Yes — 26.0K shares worth $8M (+1.68% of its 13F portfolio) as of Q1 2026, up from 26.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
26.0K
% of Portfolio
+1.68%
Quarters Held
23
currently held

Position History JPM

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q4 ’20: $3MQ1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.0K$8M+1.68%
Q4 202526.0K$8M+1.74%
Q3 202525.8K$8M+1.77%
Q2 202525.8K$7M+1.76%
Q1 202526.1K$6M+1.55%
Q4 202426.0K$6M+1.52%
Q3 202426.2K$6M+1.34%
Q2 202426.2K$5M+1.31%
Q1 202425.9K$5M+1.31%
Q4 202325.8K$4M+1.24%
Q3 202325.8K$4M+1.21%
Q2 202325.8K$4M+1.17%
Q1 202325.7K$3M+1.14%
Q4 202225.7K$3M+1.23%
Q3 202226.1K$3M+1.00%
Q2 202226.1K$3M+1.03%
Q1 202226.1K$4M+0.94%
Q4 202125.7K$4M+0.98%
Q3 202125.6K$4M+1.10%
Q2 202125.5K$4M+1.02%
Q1 202126.3K$4M+1.11%
Q4 202026.2K$3M+1.03%
Q3 202025.6K$2M+0.87%

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