Weaver C. Barksdale & Associates, Inc. / JPM
Weaver C. Barksdale & Associates, Inc.’s Jpmorgan Chase & Co Position
Does Weaver C. Barksdale & Associates, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 7.5K shares worth $2M (+2.11% of its 13F portfolio) as of Q1 2026, up from 7.1K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
7.5K
% of Portfolio
+2.11%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.5K | $2M | +2.11% |
| Q4 2025 | 7.1K | $2M | +2.39% |
| Q3 2025 | 7.7K | $2M | +2.33% |
| Q2 2025 | 8.2K | $2M | +2.27% |
| Q1 2025 | 8.9K | $2M | +2.10% |
| Q4 2024 | 9.7K | $2M | +2.24% |
| Q3 2024 | 10.0K | $2M | +1.90% |
| Q2 2024 | 10.4K | $2M | +2.00% |
| Q1 2024 | 10.6K | $2M | +1.94% |
| Q4 2023 | 13.4K | $2M | +2.24% |
| Q3 2023 | 16.3K | $2M | +2.01% |
| Q2 2023 | 13.5K | $2M | +1.94% |
| Q1 2023 | 11.7K | $2M | +1.43% |
| Q4 2022 | 12.3K | $2M | +1.45% |
| Q3 2022 | 12.0K | $1M | +1.26% |
| Q2 2022 | 12.4K | $1M | +1.30% |
| Q1 2022 | 11.7K | $2M | +1.42% |
| Q4 2021 | 11.5K | $2M | +1.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Weaver C. Barksdale & Associates, Inc.’s full portfolio or all institutional holders of JPM.