SEC 13F Intelligence

Csm Advisors, LLC / JPM

Csm Advisors, LLC’s Jpmorgan Chase & Co Position

Does Csm Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 146.5K shares worth $43,105 (+1.06% of its 13F portfolio) as of Q1 2026, down from 167.5K shares the prior filed quarter.

Position Value
$43,105
Q1 2026
Shares
146.5K
% of Portfolio
+1.06%
Quarters Held
21
currently held

Position History JPM

Reported value by quarter
Q1 ’21: $20MQ1 ’21Q2 ’21: $18MQ3 ’21: $19MQ4 ’21: $19MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ3 ’22: $10MQ3 ’22Q4 ’22: $13,354Q1 ’23: $13,981Q2 ’23: $15,002Q2 ’23Q3 ’23: $14,726Q4 ’23: $16,967Q1 ’24: $20,374Q1 ’24Q2 ’24: $20,274Q3 ’24: $20,626Q4 ’24: $45,680Q4 ’24Q1 ’25: $22,845Q2 ’25: $63,112Q3 ’25: $54,515Q3 ’25Q4 ’25: $53,966Q1 ’26: $43,105filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.5K$43,105+1.06%
Q4 2025167.5K$53,966+1.47%
Q3 2025172.8K$54,515+1.52%
Q2 2025217.7K$63,112+1.84%
Q1 202593.1K$22,845+1.25%
Q4 2024190.6K$45,680+1.25%
Q3 202497.8K$20,626+1.34%
Q2 2024100.3K$20,274+1.43%
Q1 2024101.7K$20,374+1.34%
Q4 202399.8K$16,967+1.22%
Q3 2023101.5K$14,726+1.28%
Q2 2023103.1K$15,002+1.13%
Q1 2023107.3K$13,981+1.21%
Q4 202299.6K$13,354+1.27%
Q3 202297.8K$10M+1.12%
Q2 2022109.2K$12M+1.12%
Q1 2022107.9K$15M+1.01%
Q4 2021118.4K$19M+1.24%
Q3 2021118.8K$19M+1.44%
Q2 2021118.5K$18M+1.22%
Q1 2021129.3K$20M+2.77%

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