SEC 13F Intelligence

Alley Investment Management Company, LLC / JPM

Alley Investment Management Company, LLC’s Jpmorgan Chase & Co Position

Does Alley Investment Management Company, LLC own Jpmorgan Chase & Co (JPM)? Yes109.8K shares worth $32M (+3.93% of its 13F portfolio) as of Q1 2026, down from 118.0K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
109.8K
% of Portfolio
+3.93%
Quarters Held
17
currently held

Position History JPM

Reported value by quarter
Q1 ’22: $17MQ1 ’22Q2 ’22: $14MQ3 ’22: $13MQ4 ’22: $16,478Q4 ’22Q1 ’23: $16MQ2 ’23: $18MQ3 ’23: $18MQ3 ’23Q4 ’23: $23MQ1 ’24: $27MQ2 ’24: $26MQ2 ’24Q3 ’24: $27MQ4 ’24: $31MQ1 ’25: $32MQ1 ’25Q2 ’25: $37MQ3 ’25: $38MQ4 ’25: $38MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.8K$32M+3.93%
Q4 2025118.0K$38M+4.45%
Q3 2025119.1K$38M+4.36%
Q2 2025128.6K$37M+4.51%
Q1 2025129.5K$32M+3.99%
Q4 2024129.2K$31M+3.92%
Q3 2024128.0K$27M+3.42%
Q2 2024128.4K$26M+3.55%
Q1 2024132.6K$27M+3.66%
Q4 2023134.2K$23M+3.34%
Q3 2023126.9K$18M+3.12%
Q2 2023126.4K$18M+2.97%
Q1 2023126.6K$16M+2.75%
Q4 2022122.9K$16,478+2.83%
Q3 2022124.5K$13M+2.59%
Q2 2022123.5K$14M+2.62%
Q1 2022123.1K$17M+2.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alley Investment Management Company, LLC’s full portfolio or all institutional holders of JPM.