SEC 13F Intelligence

Moody Lynn Lieberson & Walker, LLC / JPM

Moody Lynn Lieberson & Walker, LLC’s Jpmorgan Chase & Co Position

Does Moody Lynn Lieberson & Walker, LLC own Jpmorgan Chase & Co (JPM)? Yes — 201.5K shares worth $59M (+3.33% of its 13F portfolio) as of Q1 2026, down from 209.5K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
201.5K
% of Portfolio
+3.33%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $24MQ2 ’19: $27MQ3 ’19: $28MQ4 ’19: $35MQ4 ’19Q1 ’20: $22MQ2 ’20: $28MQ3 ’20: $28MQ4 ’20: $38MQ4 ’20Q1 ’21: $46MQ2 ’21: $47MQ3 ’21: $46MQ4 ’21: $45MQ4 ’21Q1 ’22: $29MQ2 ’22: $23MQ3 ’22: $18MQ4 ’22: $22MQ4 ’22Q1 ’23: $22MQ2 ’23: $25MQ3 ’23: $27MQ4 ’23: $32MQ4 ’23Q1 ’24: $38MQ2 ’24: $39MQ3 ’24: $41MQ4 ’24: $47MQ4 ’24Q1 ’25: $48MQ2 ’25: $58MQ3 ’25: $63MQ4 ’25: $67MQ4 ’25Q1 ’26: $59Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.5K$59M+3.33%
Q4 2025209.5K$67M+3.58%
Q3 2025199.2K$63M+3.38%
Q2 2025199.1K$58M+3.33%
Q1 2025196.9K$48M+3.10%
Q4 2024195.3K$47M+2.87%
Q3 2024193.9K$41M+2.52%
Q2 2024193.3K$39M+2.56%
Q1 2024192.0K$38M+2.59%
Q4 2023190.3K$32M+2.46%
Q3 2023189.1K$27M+2.35%
Q2 2023174.0K$25M+2.04%
Q1 2023170.9K$22M+2.00%
Q4 2022166.4K$22M+2.04%
Q3 2022167.7K$18M+1.69%
Q2 2022202.1K$23M+2.05%
Q1 2022210.8K$29M+2.10%
Q4 2021285.0K$45M+3.03%
Q3 2021283.3K$46M+3.48%
Q2 2021299.9K$47M+3.51%
Q1 2021303.2K$46M+3.83%
Q4 2020296.6K$38M+3.23%
Q3 2020294.0K$28M+2.80%
Q2 2020299.2K$28M+3.06%
Q1 2020244.0K$22M+3.02%
Q4 2019252.6K$35M+3.40%
Q3 2019237.7K$28M+3.12%
Q2 2019238.9K$27M+2.94%
Q1 2019235.1K$24M+2.73%
Q4 2018235.6K$23M+3.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moody Lynn Lieberson & Walker, LLC’s full portfolio or all institutional holders of JPM.