SEC 13F Intelligence

Mosaic Financial Group, LLC / JPM

Mosaic Financial Group, LLC’s Jpmorgan Chase & Co Position

Does Mosaic Financial Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 9.2K shares worth $3M (+1.93% of its 13F portfolio) as of Q1 2026, down from 9.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.2K
% of Portfolio
+1.93%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.2K$3M+1.93%
Q4 20259.3K$3M+2.04%
Q3 20259.3K$3M+2.09%
Q2 20259.3K$3M+2.06%
Q1 20259.3K$2M+1.85%
Q4 20249.2K$2M+1.59%
Q3 20249.7K$2M+1.45%
Q2 20249.7K$2M+1.41%
Q1 20249.8K$2M+1.57%

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