SEC 13F Intelligence

Grant Private Wealth Management Inc / JPM

Grant Private Wealth Management Inc’s Jpmorgan Chase & Co Position

Does Grant Private Wealth Management Inc own Jpmorgan Chase & Co (JPM)? Yes — 9.5K shares worth $3M (+1.31% of its 13F portfolio) as of Q2 2026, up from 9.0K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
9.5K
% of Portfolio
+1.31%
Quarters Held
7
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20269.5K$3M+1.31%
Q1 20269.0K$3M+1.40%
Q4 20258.8K$3M+1.71%
Q3 20259.0K$3M+1.74%
Q2 20253.6K$1M+0.59%
Q1 20257.4K$2M+1.95%
Q4 20246.8K$2M+1.75%

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