SEC 13F Intelligence

Processus Wealth & Capital Management, LLC / JPM

Processus Wealth & Capital Management, LLC’s Jpmorgan Chase & Co Position

Does Processus Wealth & Capital Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 19.0K shares worth $6M (+3.80% of its 13F portfolio) as of Q1 2026, up from 18.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
19.0K
% of Portfolio
+3.80%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.0K$6M+3.80%
Q4 202518.9K$6M+4.01%
Q3 202518.8K$6M+4.25%
Q2 202518.7K$5M+4.28%
Q1 202518.4K$5M+3.84%
Q4 202418.4K$4M+3.52%
Q3 202419.0K$4M+3.30%
Q2 202419.2K$4M+3.22%
Q1 202419.1K$4M+3.39%

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