SEC 13F Intelligence

Buckley Wealth Management, LLC / JPM

Buckley Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Buckley Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 60.1K shares worth $18M (+4.51% of its 13F portfolio) as of Q1 2026, up from 57.9K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
60.1K
% of Portfolio
+4.51%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $13MQ3 ’24: $13MQ4 ’24: $15MQ4 ’24Q1 ’25: $15MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $19MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.1K$18M+4.51%
Q4 202557.9K$19M+4.94%
Q3 202558.4K$18M+5.05%
Q2 202559.0K$17M+5.11%
Q1 202561.0K$15M+4.66%
Q4 202463.2K$15M+4.64%
Q3 202463.8K$13M+4.15%
Q2 202464.5K$13M+4.13%
Q1 202464.9K$13M+4.17%
Q4 202366.7K$11M+3.94%
Q3 202367.4K$10M+3.66%
Q2 202369.5K$10M+3.44%
Q1 202369.8K$9M+3.35%
Q4 202272.6K$10M+3.54%
Q3 202275.5K$8M+2.91%
Q2 202276.1K$9M+2.76%
Q1 202257.7K$8M+2.13%
Q4 202156.0K$9M+2.59%
Q3 202156.6K$9M+3.00%
Q2 202156.7K$9M+3.03%
Q1 202156.8K$9M+3.20%
Q4 202058.7K$7M+3.06%
Q3 202059.2K$6M+2.56%
Q2 202060.5K$6M+2.58%
Q1 202061.0K$5M+2.98%
Q4 201960.0K$8M+3.80%
Q3 201961.8K$7M+3.56%
Q2 201963.7K$7M+3.33%
Q1 201964.2K$7M+3.08%
Q4 201863.5K$6M+3.19%

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