SEC 13F Intelligence

Sunpointe, LLC / JPM

Sunpointe, LLC’s Jpmorgan Chase & Co Position

Does Sunpointe, LLC own Jpmorgan Chase & Co (JPM)? Yes — 10.6K shares worth $3M (+1.02% of its 13F portfolio) as of Q1 2026, down from 12.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.6K
% of Portfolio
+1.02%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.6K$3M+1.02%
Q4 202512.4K$4M+1.32%
Q3 202512.1K$4M+1.38%
Q2 202512.1K$4M+1.39%
Q1 20256.7K$2M+0.87%
Q4 20247.3K$2M+0.88%
Q3 20247.3K$2M+1.26%
Q2 20247.4K$1M+0.97%
Q1 20247.2K$1M+1.60%
Q4 20237.5K$1M+1.62%

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