SEC 13F Intelligence

Wp Advisors, LLC / JPM

Wp Advisors, LLC’s Jpmorgan Chase & Co Position

Does Wp Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes16.8K shares worth $5M (+1.28% of its 13F portfolio) as of Q1 2026, down from 16.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.8K
% of Portfolio
+1.28%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $366,000Q4 ’18Q1 ’19: $4MQ2 ’19: $458,000Q3 ’19: $485,000Q4 ’19: $579,000Q4 ’19Q1 ’20: $471,000Q2 ’20: $581,000Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.8K$5M+1.28%
Q4 202516.8K$5M+1.35%
Q3 202517.6K$6M+1.41%
Q2 202517.6K$5M+1.40%
Q1 202517.2K$4M+1.40%
Q4 202417.3K$4M+1.39%
Q3 202417.2K$4M+1.33%
Q2 202418.4K$4M+1.19%
Q1 202418.3K$4M+1.20%
Q4 202318.5K$3M+1.16%
Q3 202318.1K$3M+1.09%
Q2 202318.2K$3M+1.06%
Q1 202318.0K$2M+0.97%
Q4 202218.7K$3M+1.12%
Q3 202218.5K$2M+0.88%
Q2 202218.3K$2M+0.90%
Q1 202218.1K$2M+1.01%
Q4 202119.0K$3M+1.26%
Q3 202119.4K$3M+1.30%
Q2 202119.7K$3M+1.28%
Q1 202119.6K$3M+1.29%
Q4 202019.5K$2M+1.19%
Q3 202018.8K$2M+1.09%
Q2 20206.2K$581,000+0.41%
Q1 20205.2K$471,000+0.46%
Q4 20194.2K$579,000+0.60%
Q3 20194.1K$485,000+0.56%
Q2 20194.1K$458,000+0.51%
Q1 20194.1K$4M+0.45%
Q4 20183.7K$366,000+0.36%

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