SEC 13F Intelligence

Etesian Wealth Advisors, Inc. / JPM

Etesian Wealth Advisors, Inc.’s Jpmorgan Chase & Co Position

Does Etesian Wealth Advisors, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 11.6K shares worth $3M (+1.09% of its 13F portfolio) as of Q1 2026, down from 12.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
11.6K
% of Portfolio
+1.09%
Quarters Held
11
currently held

Position History JPM

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.6K$3M+1.09%
Q4 202512.0K$4M+1.21%
Q3 202512.3K$4M+1.28%
Q2 202512.5K$4M+1.35%
Q1 202513.2K$3M+1.39%
Q4 202413.4K$3M+1.42%
Q3 202413.8K$3M+1.31%
Q2 202413.9K$3M+1.58%
Q1 202413.9K$3M+1.60%
Q4 202315.3K$3M+1.56%
Q3 202315.4K$2M+1.50%

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