SEC 13F Intelligence

Ferguson Wellman Capital Management, Inc / JPM

Ferguson Wellman Capital Management, Inc’s Jpmorgan Chase & Co Position

Does Ferguson Wellman Capital Management, Inc own Jpmorgan Chase & Co (JPM)? Yes — 748.9K shares worth $220M (+3.01% of its 13F portfolio) as of Q1 2026, up from 745.7K shares the prior filed quarter.

Position Value
$220M
Q1 2026
Shares
748.9K
% of Portfolio
+3.01%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $80MQ4 ’18Q1 ’19: $82MQ2 ’19: $91MQ3 ’19: $97MQ4 ’19: $115MQ4 ’19Q1 ’20: $75MQ2 ’20: $78MQ3 ’20: $75MQ4 ’20: $100MQ4 ’20Q1 ’21: $68MQ2 ’21: $71MQ3 ’21: $75MQ4 ’21: $74MQ4 ’21Q1 ’22: $58MQ2 ’22: $51MQ3 ’22: $49MQ4 ’22: $99,783Q4 ’22Q1 ’23: $99MQ2 ’23: $111MQ3 ’23: $111MQ4 ’23: $132MQ4 ’23Q1 ’24: $158MQ2 ’24: $156MQ3 ’24: $162MQ4 ’24: $183MQ4 ’24Q1 ’25: $190MQ2 ’25: $221MQ3 ’25: $234MQ4 ’25: $240MQ4 ’25Q1 ’26: $220Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026748.9K$220M+3.01%
Q4 2025745.7K$240M+3.85%
Q3 2025741.5K$234M+3.79%
Q2 2025761.7K$221M+3.89%
Q1 2025774.6K$190M+3.69%
Q4 2024765.0K$183M+3.49%
Q3 2024767.7K$162M+3.13%
Q2 2024772.1K$156M+3.17%
Q1 2024786.5K$158M+3.21%
Q4 2023774.4K$132M+2.95%
Q3 2023765.0K$111M+2.72%
Q2 2023762.4K$111M+2.60%
Q1 2023755.9K$99M+2.47%
Q4 2022744.1K$99,783+2.60%
Q3 2022467.3K$49M+1.91%
Q2 2022455.5K$51M+1.90%
Q1 2022428.7K$58M+1.84%
Q4 2021469.7K$74M+2.17%
Q3 2021458.0K$75M+2.42%
Q2 2021454.1K$71M+2.30%
Q1 2021444.7K$68M+2.35%
Q4 2020789.4K$100M+2.45%
Q3 2020782.8K$75M+2.08%
Q2 2020833.3K$78M+2.39%
Q1 2020836.6K$75M+2.83%
Q4 2019823.4K$115M+3.38%
Q3 2019822.5K$97M+3.09%
Q2 2019817.1K$91M+3.04%
Q1 2019812.6K$82M+2.80%
Q4 2018822.4K$80M+3.08%

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