SEC 13F Intelligence

Yoffe Investment Management, LLC / JPM

Yoffe Investment Management, LLC’s Jpmorgan Chase & Co Position

Does Yoffe Investment Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 5.6K shares worth $2M (+2.10% of its 13F portfolio) as of Q1 2026, up from 5.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.6K
% of Portfolio
+2.10%
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 20265.6K$2M+2.10%
Q4 20255.6K$2M+2.29%
Q3 20255.6K$2M+2.28%
Q2 20255.6K$2M+2.20%
Q1 20255.5K$1M+2.00%
Q4 20245.5K$1M+1.97%

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