SEC 13F Intelligence

Unified Investment Management / JPM

Unified Investment Management’s Jpmorgan Chase & Co Position

Does Unified Investment Management own Jpmorgan Chase & Co (JPM)? Yes — 5.3K shares worth $2M (+1.60% of its 13F portfolio) as of Q1 2026, down from 5.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+1.60%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$2M+1.60%
Q4 20255.6K$2M+1.80%
Q3 20255.6K$2M+1.77%
Q2 20255.7K$2M+1.79%
Q1 20255.5K$1M+1.61%
Q4 20246.7K$2M+1.83%

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