SEC 13F Intelligence

Northwest & Ethical Investments L.P. / JPM

Northwest & Ethical Investments L.P.’s Jpmorgan Chase & Co Position

Does Northwest & Ethical Investments L.P. own Jpmorgan Chase & Co (JPM)? Yes — 94.4K shares worth $28M (+0.64% of its 13F portfolio) as of Q1 2026, up from 84.6K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
94.4K
% of Portfolio
+0.64%
Quarters Held
8
currently held

Position History JPM

Reported value by quarter
Q2 ’24: $16MQ2 ’24Q3 ’24: $15MQ3 ’24Q4 ’24: $22MQ4 ’24Q1 ’25: $25MQ1 ’25Q2 ’25: $27MQ2 ’25Q3 ’25: $29MQ3 ’25Q4 ’25: $27MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.4K$28M+0.64%
Q4 202584.6K$27M+0.61%
Q3 202592.9K$29M+0.69%
Q2 202592.9K$27M+0.67%
Q1 2025103.2K$25M+0.69%
Q4 202493.4K$22M+0.61%
Q3 202472.6K$15M+0.40%
Q2 202480.9K$16M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest & Ethical Investments L.P.’s full portfolio or all institutional holders of JPM.