SEC 13F Intelligence

Assuredpartners Investment Advisors, LLC / JPM

Assuredpartners Investment Advisors, LLC’s Jpmorgan Chase & Co Position

Does Assuredpartners Investment Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 40.4K shares worth $12M (+1.30% of its 13F portfolio) as of Q1 2026, up from 27.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
40.4K
% of Portfolio
+1.30%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.4K$12M+1.30%
Q4 202527.9K$9M+1.34%
Q3 202526.0K$8M+1.83%
Q2 202525.9K$8M+1.84%
Q1 202530.0K$7M+1.42%
Q4 202428.6K$7M+1.34%

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