SEC 13F Intelligence

Wilsey Asset Management Inc / JPM

Wilsey Asset Management Inc’s Jpmorgan Chase & Co Position

Does Wilsey Asset Management Inc own Jpmorgan Chase & Co (JPM)? Yes151.9K shares worth $50M (+7.30% of its 13F portfolio) as of Q2 2026, up from 148.5K shares the prior filed quarter.

Position Value
$50M
Q2 2026
Shares
151.9K
% of Portfolio
+7.30%
Quarters Held
31
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $16MQ2 ’19: $17MQ3 ’19: $18MQ4 ’19: $21MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $20MQ4 ’20Q1 ’21: $24MQ2 ’21: $25MQ3 ’21: $26MQ4 ’21: $26MQ4 ’21Q1 ’22: $23MQ2 ’22: $20MQ3 ’22: $19MQ4 ’22: $24MQ4 ’22Q1 ’23: $24MQ2 ’23: $26MQ3 ’23: $27MQ4 ’23: $31MQ4 ’23Q1 ’24: $36MQ2 ’24: $31MQ3 ’24: $32MQ4 ’24: $36MQ4 ’24Q1 ’25: $35MQ2 ’25: $42MQ3 ’25: $44MQ4 ’25: $44MQ4 ’25Q1 ’26: $44MQ2 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026151.9K$50M+7.30%
Q1 2026148.5K$44M+6.85%
Q4 2025137.5K$44M+6.88%
Q3 2025139.3K$44M+8.06%
Q2 2025143.9K$42M+7.69%
Q1 2025144.1K$35M+7.09%
Q4 2024151.2K$36M+6.72%
Q3 2024152.8K$32M+5.91%
Q2 2024153.4K$31M+6.52%
Q1 2024179.8K$36M+7.34%
Q4 2023184.7K$31M+6.41%
Q3 2023185.9K$27M+6.12%
Q2 2023182.0K$26M+5.85%
Q1 2023185.0K$24M+5.45%
Q4 2022181.0K$24M+5.77%
Q3 2022181.8K$19M+4.99%
Q2 2022174.0K$20M+4.85%
Q1 2022170.9K$23M+5.35%
Q4 2021161.3K$26M+5.79%
Q3 2021159.4K$26M+6.37%
Q2 2021163.0K$25M+6.76%
Q1 2021158.3K$24M+6.89%
Q4 2020160.2K$20M+6.21%
Q3 2020161.9K$16M+6.80%
Q2 2020159.0K$15M+6.20%
Q1 2020156.6K$13M+6.76%
Q4 2019151.9K$21M+7.64%
Q3 2019155.5K$18M+7.14%
Q2 2019151.7K$17M+6.97%
Q1 2019153.1K$16M+6.52%
Q4 2018150.3K$15M+7.09%

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