SEC 13F Intelligence

Cvfg LLC / JPM

Cvfg LLC’s Jpmorgan Chase & Co Position

Does Cvfg LLC own Jpmorgan Chase & Co (JPM)? Yes — 36.0K shares worth $11M (+1.32% of its 13F portfolio) as of Q1 2026, up from 2.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
36.0K
% of Portfolio
+1.32%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $466,103Q4 ’24Q1 ’25: $464,912Q1 ’25Q2 ’25: $520,771Q2 ’25Q3 ’25: $598,427Q3 ’25Q4 ’25: $652,654Q4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.0K$11M+1.32%
Q4 20252.0K$652,654+0.45%
Q3 20251.9K$598,427+0.43%
Q2 20251.8K$520,771+0.41%
Q1 20251.9K$464,912+0.42%
Q4 20241.9K$466,103+0.43%

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