Surience Private Wealth LLC / JPM
Surience Private Wealth LLC’s Jpmorgan Chase & Co Position
Does Surience Private Wealth LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 18.4K shares worth $3M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q2 2023
Shares
18.4K
% of Portfolio
+3.84%
Quarters Held
1
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 18.4K | $3M | +3.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of JPM.