SEC 13F Intelligence

Woodtrust Financial Corp / JPM

Woodtrust Financial Corp’s Jpmorgan Chase & Co Position

Does Woodtrust Financial Corp own Jpmorgan Chase & Co (JPM)? Yes — 73.1K shares worth $22M (+2.78% of its 13F portfolio) as of Q1 2026, down from 78.5K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
73.1K
% of Portfolio
+2.78%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $9MQ1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $8MQ4 ’20: $10MQ1 ’21: $12MQ1 ’21Q2 ’21: $8MQ3 ’21: $10MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $11MQ3 ’23: $11MQ4 ’23: $13MQ1 ’24: $16MQ1 ’24Q2 ’24: $16MQ3 ’24: $17MQ4 ’24: $19MQ1 ’25: $20MQ1 ’25Q2 ’25: $23MQ3 ’25: $25MQ4 ’25: $25MQ1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.1K$22M+2.78%
Q4 202578.5K$25M+2.95%
Q3 202579.0K$25M+2.97%
Q2 202580.7K$23M+2.97%
Q1 202579.6K$20M+2.73%
Q4 202480.0K$19M+2.70%
Q3 202480.1K$17M+2.40%
Q2 202479.0K$16M+2.49%
Q1 202479.0K$16M+2.51%
Q4 202377.7K$13M+2.26%
Q3 202375.9K$11M+2.11%
Q2 202375.9K$11M+2.05%
Q1 202373.8K$10M+1.87%
Q4 202272.6K$10M+2.01%
Q3 202273.9K$8M+1.74%
Q2 202269.5K$8M+1.76%
Q1 202266.0K$9M+1.83%
Q4 202161.7K$10M+2.02%
Q3 202158.6K$10M+2.26%
Q2 202154.6K$8M+2.24%
Q1 202178.6K$12M+3.52%
Q4 202081.0K$10M+3.21%
Q3 202082.2K$8M+2.86%
Q2 202077.6K$7M+2.92%
Q1 202063.5K$6M+2.69%
Q4 201964.3K$9M+3.53%
Q3 201964.8K$8M+3.29%
Q2 201962.8K$7M+3.16%
Q1 201960.9K$6M+2.95%

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