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JPM
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in JPMORGAN CHASE & CO

JONES FINANCIAL COMPANIES LLLP holds 2M shares of JPM (JPMORGAN CHASE & CO), worth $557.5M as of 2026-Q1. The position was increased (+73.8% shares). JPM represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$557.5M

Current Shares

2M

Total Value Change

+$499.5M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+73.8%
$557.5M0.3%$300.26
56
2025-Q4
Increased
1.1M
+10.3%
$364.6M0.2%$321.97
41
2025-Q3
Increased
1M
+12.0%
$324M0.2%$312.75
41
2025-Q2
Increased
915,896
+18.9%
$263.3M0.2%$283.07
43
2025-Q1
Increased
769,996
+27.9%
$187.3M0.2%$237.97
45
2024-Q4
Increased
601,772
+35.2%
$144.3M0.1%$233.31
47
2024-Q3
Increased
445,031
+55.0%
$93.7M0.1%$203.96
42
2024-Q2
Increased
287,126
+68.2%
$58.1M0.1%$194.90
43

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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