SEC 13F Intelligence

Orca Wealth Management, LLC / JPM

Orca Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Orca Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 13.9K shares worth $4M (+2.90% of its 13F portfolio) as of Q1 2026, down from 14.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.9K
% of Portfolio
+2.90%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.9K$4M+2.90%
Q4 202514.0K$4M+3.16%
Q3 202514.1K$4M+3.36%
Q2 202514.1K$4M+3.45%
Q1 202514.4K$4M+3.16%
Q4 202414.3K$3M+3.10%

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