Herbst Group, LLC’s Jpmorgan Chase & Co Position
Does Herbst Group, LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 7.3K shares worth $2M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$2M
Q4 2024
Shares
7.3K
% of Portfolio
+1.09%
Quarters Held
13
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 7.3K | $2M | +1.09% |
| Q3 2024 | 7.1K | $1M | +0.93% |
| Q2 2024 | 7.5K | $2M | +0.92% |
| Q1 2024 | 8.3K | $2M | +1.02% |
| Q4 2023 | 8.3K | $1M | +0.90% |
| Q3 2023 | 8.5K | $1M | +0.88% |
| Q2 2023 | 7.8K | $1M | +0.78% |
| Q1 2023 | 7.7K | $1M | +0.71% |
| Q4 2022 | 7.3K | $972,225 | +0.79% |
| Q3 2022 | 7.1K | $740,000 | +0.61% |
| Q2 2022 | 7.3K | $830,000 | +0.66% |
| Q1 2022 | 8.3K | $1M | +0.74% |
| Q4 2021 | 7.3K | $1M | +0.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herbst Group, LLC’s full portfolio or all institutional holders of JPM.