Form 13-F position report

JPMORGAN CHASE & CO

Reported by ALBION FINANCIAL GROUP UT

JPM CUSIP 46625H100 Manager CIK 0001054677

Reported 92,081 shares, down 491 (0.5%) from the prior quarter.

Reported value -9.2%; share count -0.5% vs. the prior quarter.

Reduced
% of reported 13F value 1.75% This manager · Q1 2026
Shares 92,081 Quarter-end amount reported
Reported value $27,086,411 Fair value at quarter end
Consecutive quarters held 20 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 20248000
2022-03-31 17385000
2022-06-30 14764000
2022-09-30 13849000
2022-12-31 17955575
2023-03-31 17185000
2023-06-30 18893930
2023-09-30 18810602
2023-12-31 22366537
2024-03-31 26215479
2024-06-30 26423361
2024-09-30 20291820
2024-12-31 22908574
2025-03-31 23416318
2025-06-30 27846380
2025-09-30 30462131
2025-12-31 29828527
2026-03-31 27086411
2026-06-30 30167104
2026-09-30 30712073

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for JPMORGAN CHASE & CO held by ALBION FINANCIAL GROUP UT.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 92,833 +672 (0.7%) 1.74% $30,712,073 2026-10-21
Q2 2026 Added 92,161 +80 (0.1%) 1.75% $30,167,104 2026-07-22
Q1 2026 Reduced 92,081 -491 (-0.5%) 1.75% $27,086,411 2026-04-27
Q4 2025 Reduced 92,572 -4,001 (-4.1%) 1.86% $29,828,527 2026-01-21
Q3 2025 Added 96,573 +521 (0.5%) 1.84% $30,462,131 2025-10-20
Q2 2025 Added 96,052 +592 (0.6%) 1.82% $27,846,380 2025-07-17
Q1 2025 Reduced 95,460 -108 (-0.1%) 1.66% $23,416,318 2025-04-25
Q4 2024 Reduced 95,568 -666 (-0.7%) 1.57% $22,908,574 2025-01-17
Q3 2024 Reduced 96,234 -34,407 (-26.3%) 1.41% $20,291,820 2024-10-09
Q2 2024 Reduced 130,641 -240 (-0.2%) 1.99% $26,423,361 2024-07-10
Q1 2024 Reduced 130,881 -610 (-0.5%) 2.02% $26,215,479 2024-04-19
Q4 2023 Added 131,491 +1,781 (1.4%) 1.84% $22,366,537 2024-01-26
Q3 2023 Reduced 129,710 -199 (-0.2%) 1.74% $18,810,602 2023-11-01
Q2 2023 Reduced 129,909 -1,969 (-1.5%) 1.65% $18,893,930 2023-07-25
Q1 2023 Reduced 131,878 -2,019 (-1.5%) 1.57% $17,185,000 2023-04-18
Q4 2022 Added 133,897 +1,366 (1.0%) 1.73% $17,955,575 2023-02-03
Q3 2022 Added 132,531 +1,421 (1.1%) 1.43% $13,849,000 2022-10-27
Q2 2022 Added 131,110 +3,580 (2.8%) 1.46% $14,764,000 2022-07-29
Q1 2022 Reduced 127,530 -338 (-0.3%) 1.48% $17,385,000 2022-05-09
Q4 2021 Reduced 127,868 -1,785 (-1.4%) 1.6% $20,248,000 2022-02-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

5299 managers reported JPMORGAN CHASE & CO for Q1 2026.

Managers reporting JPMORGAN CHASE & CO in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 208,220,293 -3,376,439 1.07% $61,250,081,514 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 165,278,733 +165,278,733 1.2% $48,618,392,099 1 qtr
STATE STREET CORPORATION Reduced 124,276,661 -1,065,474 1.26% $36,557,222,600 52 qtrs
MORGAN STANLEY Added 68,544,442 +2,159,174 1.21% $20,163,033,832 52 qtrs
Bank of America Corporation Added 65,660,460 +8,941,351 1.41% $19,314,681,112 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 65,580,826 +65,580,826 1.01% $19,291,255,776 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 62,550,814 +1,282,126 1.14% $18,341,199,479 52 qtrs
FMR LLC Reduced 31,433,969 -4,266,750 0.49% $9,246,616,475 52 qtrs
NORTHERN TRUST CORPORATION Reduced 31,221,042 -451,720 1.21% $9,183,981,714 52 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 27,487,323 -455,026 0.93% $8,085,672,000 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
April 27, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
92,081

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.