SEC 13F Intelligence

Altrius Capital Management Inc / JPM

Altrius Capital Management Inc’s Jpmorgan Chase & Co Position

Does Altrius Capital Management Inc own Jpmorgan Chase & Co (JPM)? Yes19.0K shares worth $6M (+1.11% of its 13F portfolio) as of Q1 2026, up from 18.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
19.0K
% of Portfolio
+1.11%
Quarters Held
16
currently held

Position History JPM

Reported value by quarter
Q2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.0K$6M+1.11%
Q4 202518.0K$6M+1.23%
Q3 202517.0K$5M+1.22%
Q2 202521.8K$6M+1.48%
Q1 202522.2K$5M+1.32%
Q4 202421.8K$5M+1.41%
Q3 202422.4K$5M+1.18%
Q2 202422.3K$5M+1.19%
Q1 202422.2K$4M+1.12%
Q4 202327.0K$5M+1.28%
Q3 202327.3K$4M+1.18%
Q2 202327.3K$4M+1.17%
Q1 202327.2K$4M+1.08%
Q4 202227.0K$4M+1.13%
Q3 202227.2K$3M+1.08%
Q2 202231.8K$4M+1.16%

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