SEC 13F Intelligence

Financial Advisory Partners, LLC / JPM

Financial Advisory Partners, LLC’s Jpmorgan Chase & Co Position

Does Financial Advisory Partners, LLC own Jpmorgan Chase & Co (JPM)? Yes — 18.4K shares worth $5M (+1.53% of its 13F portfolio) as of Q1 2026, down from 18.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.4K
% of Portfolio
+1.53%
Quarters Held
11
currently held

Position History JPM

Reported value by quarter
Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.4K$5M+1.53%
Q4 202518.5K$6M+1.68%
Q3 202519.1K$6M+1.76%
Q2 202519.3K$6M+1.76%
Q1 202520.4K$5M+1.67%
Q4 202420.7K$5M+1.65%
Q3 202421.5K$5M+1.51%
Q2 202421.0K$4M+1.59%
Q1 202421.5K$4M+1.67%
Q4 202325.1K$4M+1.55%
Q3 202325.4K$4M+1.49%

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