SEC 13F Intelligence

Woodmont Investment Counsel LLC / JPM

Woodmont Investment Counsel LLC’s Jpmorgan Chase & Co Position

Does Woodmont Investment Counsel LLC own Jpmorgan Chase & Co (JPM)? Yes — 82.7K shares worth $24M (+1.50% of its 13F portfolio) as of Q1 2026, up from 81.3K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
82.7K
% of Portfolio
+1.50%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $17MQ2 ’24: $17MQ3 ’24: $18MQ4 ’24: $20MQ4 ’24Q1 ’25: $21MQ2 ’25: $25MQ3 ’25: $25MQ4 ’25: $26MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.7K$24M+1.50%
Q4 202581.3K$26M+1.64%
Q3 202580.6K$25M+1.68%
Q2 202587.1K$25M+1.67%
Q1 202584.7K$21M+1.50%
Q4 202483.7K$20M+1.48%
Q3 202484.5K$18M+1.34%
Q2 202484.5K$17M+1.40%
Q1 202482.7K$17M+1.40%
Q4 202382.3K$14M+1.31%
Q3 202381.4K$12M+1.25%
Q2 202381.8K$12M+1.23%
Q1 202382.3K$11M+1.14%
Q4 202277.7K$10M+1.18%
Q3 202277.3K$8M+1.01%
Q2 202270.1K$8M+0.97%
Q1 202268.0K$9M+1.07%
Q4 202162.7K$10M+1.27%
Q3 202160.7K$10M+1.45%
Q2 202153.6K$8M+1.31%
Q1 202153.6K$8M+1.39%
Q4 202052.0K$7M+1.23%
Q3 202040.2K$4M+0.83%
Q2 202039.7K$4M+0.89%
Q1 202038.9K$4M+0.96%
Q4 201933.8K$5M+1.07%
Q3 201933.7K$4M+0.97%
Q2 201933.3K$4M+0.92%
Q1 201933.6K$3M+0.88%
Q4 201836.5K$4M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodmont Investment Counsel LLC’s full portfolio or all institutional holders of JPM.