Mendel Capital Management LLC / JPM
Mendel Capital Management LLC’s Jpmorgan Chase & Co Position
Does Mendel Capital Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 9.2K shares worth $3M (+1.36% of its 13F portfolio) as of Q1 2026, up from 9.1K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
9.2K
% of Portfolio
+1.36%
Quarters Held
17
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 9.2K | $3M | +1.36% |
| Q3 2025 | 9.1K | $3M | +1.51% |
| Q2 2025 | 9.1K | $3M | +1.50% |
| Q1 2025 | 9.2K | $2M | +1.37% |
| Q4 2024 | 9.1K | $2M | +1.32% |
| Q3 2024 | 8.9K | $2M | +1.15% |
| Q2 2024 | 8.8K | $2M | +1.15% |
| Q1 2024 | 8.9K | $2M | +1.17% |
| Q4 2023 | 9.6K | $2M | +1.18% |
| Q3 2023 | 9.5K | $1M | +1.13% |
| Q2 2023 | 9.5K | $1M | +1.11% |
| Q1 2023 | 9.5K | $1M | +1.12% |
| Q4 2022 | 9.5K | $1M | +1.33% |
| Q3 2022 | 9.3K | $975,000 | +1.14% |
| Q2 2022 | 9.0K | $1M | +1.13% |
| Q1 2022 | 9.2K | $1M | +1.18% |
| Q4 2021 | 8.8K | $1M | +1.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mendel Capital Management LLC’s full portfolio or all institutional holders of JPM.