Joseph Group Capital Management / JPM
Joseph Group Capital Management’s Jpmorgan Chase & Co Position
Does Joseph Group Capital Management own Jpmorgan Chase & Co (JPM)? Yes — 24.0K shares worth $7M (+1.77% of its 13F portfolio) as of Q1 2026, up from 21.4K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
24.0K
% of Portfolio
+1.77%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 24.0K | $7M | +1.77% |
| Q4 2025 | 21.4K | $7M | +1.81% |
| Q3 2025 | 20.8K | $7M | +1.85% |
| Q2 2025 | 19.7K | $6M | +1.92% |
| Q1 2025 | 21.4K | $5M | +2.00% |
| Q4 2024 | 20.0K | $5M | +1.89% |
| Q3 2024 | 18.2K | $4M | +1.46% |
| Q2 2024 | 16.9K | $3M | +1.77% |
| Q1 2024 | 15.8K | $3M | +1.59% |
| Q4 2023 | 13.5K | $2M | +1.34% |
| Q3 2023 | 13.3K | $2M | +1.39% |
| Q2 2023 | 13.0K | $2M | +1.58% |
| Q1 2023 | 12.0K | $2M | +1.38% |
| Q4 2022 | 12.9K | $2M | +1.65% |
| Q3 2022 | 13.2K | $1M | +1.50% |
| Q2 2022 | 9.8K | $1M | +1.11% |
| Q1 2022 | 9.0K | $1M | +1.24% |
| Q4 2021 | 8.5K | $1M | +1.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Joseph Group Capital Management’s full portfolio or all institutional holders of JPM.