Question 1

How many shares of JPM does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 936,618 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is &PARTNERS's JPM position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's JPM position is worth $265.3M.

Question 3

Is &PARTNERS buying or selling JPM?

Accepted Answer

In 2026-Q1, &PARTNERS increased their JPM position (+2.5% change in shares).

Question 4

When did &PARTNERS first buy JPM?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in JPM in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	936,618	+2.5%	$265.3M	1.3%	$300.26	50
2025-Q4	Increased	913,996	+21.9%	$294.5M	1.5%	$321.97	59
2025-Q3	Increased	749,785	+9.0%	$236.3M	1.5%	$312.75	53
2025-Q2	Increased	687,963	+22.0%	$199.5M	1.5%	$283.07	58
2025-Q1	Increased	564,061	+8.7%	$137M	1.5%	$237.97	52
2024-Q4	Increased	518,764	+62.9%	$126.2M	1.5%	$233.31	69
2024-Q3	Increased	318,418	+112.3%	$67.1M	1.3%	$203.96	75
2024-Q2	Increased	150,007	+395.7%	$30.3M	1.3%	$194.90	73

JPMShowing 8 of 29 quarters

JPM
Showing 8 of 29 quarters