SEC 13F Intelligence

Jessup Wealth Management, Inc / JPM

Jessup Wealth Management, Inc’s Jpmorgan Chase & Co Position

Does Jessup Wealth Management, Inc own Jpmorgan Chase & Co (JPM)? Yes17.5K shares worth $5M (+1.88% of its 13F portfolio) as of Q1 2026, down from 17.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
17.5K
% of Portfolio
+1.88%
Quarters Held
13
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q4 ’24: $229,180Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.5K$5M+1.88%
Q4 202517.5K$6M+1.87%
Q3 202515.9K$5M+1.87%
Q2 202515.9K$5M+1.85%
Q1 202515.8K$4M+1.63%
Q4 2024956$229,180+0.10%
Q2 202415.3K$3M+1.32%
Q1 202415.3K$3M+1.31%
Q4 202347.5K$8M+4.03%
Q3 202348.4K$7M+4.04%
Q2 202315.0K$2M+1.17%
Q1 202315.6K$2M+1.21%
Q4 202214.9K$2M+1.27%

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