SEC 13F Intelligence

Roundangle Advisors LLC / JPM

Roundangle Advisors LLC’s Jpmorgan Chase & Co Position

Does Roundangle Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 8.6K shares worth $3M (+1.90% of its 13F portfolio) as of Q1 2026, down from 8.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
8.6K
% of Portfolio
+1.90%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.6K$3M+1.90%
Q4 20258.7K$3M+2.03%
Q3 20258.4K$3M+2.04%
Q2 20258.4K$2M+2.02%
Q1 20258.3K$2M+1.88%
Q4 20248.0K$2M+1.83%

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