SEC 13F Intelligence

Talbot Financial, LLC / JPM

Talbot Financial, LLC’s Jpmorgan Chase & Co Position

Does Talbot Financial, LLC own Jpmorgan Chase & Co (JPM)? Yes111.3K shares worth $33M (+2.75% of its 13F portfolio) as of Q1 2026, up from 108.3K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
111.3K
% of Portfolio
+2.75%
Quarters Held
14
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $14MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $16MQ4 ’23Q1 ’24: $19MQ2 ’24: $19MQ2 ’24Q3 ’24: $20MQ4 ’24: $23MQ4 ’24Q1 ’25: $23MQ2 ’25: $31MQ2 ’25Q3 ’25: $34MQ4 ’25: $35MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026111.3K$33M+2.75%
Q4 2025108.3K$35M+2.87%
Q3 2025108.6K$34M+2.90%
Q2 2025107.3K$31M+2.94%
Q1 202593.7K$23M+2.88%
Q4 202496.0K$23M+2.74%
Q3 202496.4K$20M+2.48%
Q2 202493.6K$19M+2.44%
Q1 202492.9K$19M+2.49%
Q4 202392.1K$16M+2.36%
Q3 202388.1K$13M+2.23%
Q2 202387.9K$13M+2.17%
Q1 202387.5K$11M+2.12%
Q4 2022104.8K$14M+2.89%

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