SEC 13F Intelligence

Channel Wealth LLC / JPM

Channel Wealth LLC’s Jpmorgan Chase & Co Position

Does Channel Wealth LLC own Jpmorgan Chase & Co (JPM)? Yes20.8K shares worth $6M (+1.48% of its 13F portfolio) as of Q1 2026, up from 19.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
20.8K
% of Portfolio
+1.48%
Quarters Held
13
currently held

Position History JPM

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.8K$6M+1.48%
Q4 202519.2K$6M+1.57%
Q3 202511.4K$4M+0.96%
Q2 202511.3K$3M+0.93%
Q1 202511.1K$3M+0.85%
Q4 202410.6K$3M+0.83%
Q3 202413.8K$3M+0.96%
Q2 202412.5K$3M+0.91%
Q1 202418.1K$4M+1.46%
Q4 202317.7K$3M+1.42%
Q3 202315.5K$2M+1.26%
Q2 202313.1K$2M+1.10%
Q1 202311.1K$1M+0.93%

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