SEC 13F Intelligence

Crowley Wealth Management, Inc. / JPM

Crowley Wealth Management, Inc.’s Jpmorgan Chase & Co Position

Does Crowley Wealth Management, Inc. own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 16.8K shares worth $5M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$5M
Q3 2025
Shares
16.8K
% of Portfolio
+4.21%
Quarters Held
4
position exited

Position History JPM

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202516.8K$5M+4.21%
Q2 202516.9K$5M+4.47%
Q1 202517.5K$4M+4.10%
Q4 202417.8K$4M+3.76%

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