SEC 13F Intelligence

Advisortrust Partners, LLC / JPM

Advisortrust Partners, LLC’s Jpmorgan Chase & Co Position

Does Advisortrust Partners, LLC own Jpmorgan Chase & Co (JPM)? Yes28.1K shares worth $8M (+3.44% of its 13F portfolio) as of Q1 2026.

Position Value
$8M
Q1 2026
Shares
28.1K
% of Portfolio
+3.44%
Quarters Held
1
currently held

Position History JPM

Reported value by quarter
Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.1K$8M+3.44%

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