SEC 13F Intelligence

Willis Investment Counsel / JPM

Willis Investment Counsel’s Jpmorgan Chase & Co Position

Does Willis Investment Counsel own Jpmorgan Chase & Co (JPM)? Yes — 77.9K shares worth $23M (+1.25% of its 13F portfolio) as of Q1 2026.

Position Value
$23M
Q1 2026
Shares
77.9K
% of Portfolio
+1.25%
Quarters Held
23
currently held

Position History JPM

Reported value by quarter
Q2 ’20: $13MQ2 ’20Q3 ’20: $13MQ4 ’20: $20MQ1 ’21: $23MQ1 ’21Q2 ’21: $24MQ3 ’21: $25MQ4 ’21: $25MQ4 ’21Q1 ’22: $21MQ3 ’22: $14MQ4 ’22: $18MQ4 ’22Q1 ’23: $18MQ2 ’23: $16MQ3 ’23: $16MQ3 ’23Q4 ’23: $18MQ1 ’24: $16MQ2 ’24: $16MQ2 ’24Q3 ’24: $13MQ4 ’24: $14MQ1 ’25: $15MQ1 ’25Q2 ’25: $20MQ3 ’25: $25MQ4 ’25: $25MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.9K$23M+1.25%
Q4 202577.9K$25M+1.30%
Q3 202578.0K$25M+1.35%
Q2 202568.9K$20M+1.17%
Q1 202559.5K$15M+0.98%
Q4 202460.3K$14M+0.95%
Q3 202460.4K$13M+0.83%
Q2 202480.2K$16M+1.12%
Q1 202480.2K$16M+1.10%
Q4 2023107.0K$18M+1.28%
Q3 2023107.2K$16M+1.16%
Q2 2023107.2K$16M+1.00%
Q1 2023134.9K$18M+1.13%
Q4 2022134.7K$18M+1.16%
Q3 2022134.7K$14M+1.02%
Q1 2022156.1K$21M+1.13%
Q4 2021159.3K$25M+1.33%
Q3 2021151.3K$25M+1.42%
Q2 2021151.1K$24M+1.39%
Q1 2021154.2K$23M+1.43%
Q4 2020156.3K$20M+1.36%
Q3 2020138.8K$13M+1.20%
Q2 2020138.8K$13M+1.01%

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