SEC 13F Intelligence

Bxm Wealth LLC / JPM

Bxm Wealth LLC’s Jpmorgan Chase & Co Position

Does Bxm Wealth LLC own Jpmorgan Chase & Co (JPM)? Yes — 6.7K shares worth $2M (+1.51% of its 13F portfolio) as of Q1 2026, down from 57.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.7K
% of Portfolio
+1.51%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.7K$2M+1.51%
Q4 202557.9K$2M+1.58%
Q3 20256.8K$2M+2.02%
Q2 20255.7K$2M+1.97%
Q1 20255.9K$1M+1.75%
Q4 20245.7K$1M+1.91%

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