Unify Financial Advisors / JPM
Unify Financial Advisors’s Jpmorgan Chase & Co Position
Does Unify Financial Advisors own Jpmorgan Chase & Co (JPM)? Yes — 4.7K shares worth $1M (+1.44% of its 13F portfolio) as of Q1 2026.
Position Value
$1M
Q1 2026
Shares
4.7K
% of Portfolio
+1.44%
Quarters Held
1
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.7K | $1M | +1.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Unify Financial Advisors’s full portfolio or all institutional holders of JPM.