SEC 13F Intelligence

44 Wealth Management LLC / JPM

44 Wealth Management LLC’s Jpmorgan Chase & Co Position

Does 44 Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes16.5K shares worth $5M (+1.70% of its 13F portfolio) as of Q1 2026, down from 17.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.5K
% of Portfolio
+1.70%
Quarters Held
17
currently held

Position History JPM

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $2MQ3 ’21: $3MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.5K$5M+1.70%
Q4 202517.6K$6M+1.90%
Q3 202517.8K$6M+1.90%
Q2 202511.1K$3M+1.14%
Q1 202511.1K$3M+1.02%
Q4 202411.1K$3M+1.02%
Q3 202411.7K$3M+0.92%
Q2 202310.7K$2M+0.53%
Q1 202311.7K$2M+0.52%
Q4 202212.8K$2M+0.59%
Q3 202211.7K$1M+0.50%
Q2 202211.7K$1M+0.51%
Q1 20229.9K$1M+0.49%
Q4 202114.6K$2M+0.81%
Q3 202116.0K$3M+1.00%
Q2 202116.0K$2M+0.96%
Q1 202116.8K$3M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 44 Wealth Management LLC’s full portfolio or all institutional holders of JPM.