Matrix Private Capital Group LLC / JPM
Matrix Private Capital Group LLC’s Jpmorgan Chase & Co Position
Does Matrix Private Capital Group LLC own Jpmorgan Chase & Co (JPM)? Yes — 8.5K shares worth $2M (+1.20% of its 13F portfolio) as of Q1 2026, down from 8.7K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
8.5K
% of Portfolio
+1.20%
Quarters Held
17
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.5K | $2M | +1.20% |
| Q3 2025 | 8.7K | $3M | +1.45% |
| Q2 2025 | 8.7K | $3M | +1.48% |
| Q1 2025 | 9.8K | $2M | +1.43% |
| Q4 2024 | 10.3K | $2M | +1.40% |
| Q3 2024 | 10.3K | $2M | +1.25% |
| Q2 2024 | 10.3K | $2M | +1.30% |
| Q1 2024 | 10.2K | $2M | +1.38% |
| Q4 2023 | 10.3K | $2M | +1.32% |
| Q3 2023 | 10.6K | $2M | +1.14% |
| Q2 2023 | 10.6K | $2M | +1.12% |
| Q1 2023 | 11.8K | $2M | +1.06% |
| Q4 2022 | 13.2K | $2M | +1.15% |
| Q3 2022 | 13.2K | $1M | +0.94% |
| Q2 2022 | 15.6K | $2M | +1.00% |
| Q1 2022 | 15.7K | $2M | +1.05% |
| Q4 2021 | 13.5K | $1M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Matrix Private Capital Group LLC’s full portfolio or all institutional holders of JPM.