SEC 13F Intelligence

Wesleyan Assurance Society / JPM

Wesleyan Assurance Society’s Jpmorgan Chase & Co Position

Does Wesleyan Assurance Society own Jpmorgan Chase & Co (JPM)? Yes — 145.6K shares worth $43M (+2.53% of its 13F portfolio) as of Q1 2026.

Position Value
$43M
Q1 2026
Shares
145.6K
% of Portfolio
+2.53%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $16MQ1 ’19Q2 ’19: $17MQ3 ’19: $18MQ4 ’19: $21MQ1 ’20: $14MQ1 ’20Q2 ’20: $14MQ3 ’20: $15MQ4 ’20: $19MQ1 ’21: $23MQ1 ’21Q2 ’21: $23MQ3 ’21: $25MQ4 ’21: $24MQ1 ’22: $20MQ1 ’22Q2 ’22: $17MQ3 ’22: $16MQ4 ’22: $20MQ1 ’23: $20MQ1 ’23Q2 ’23: $22MQ3 ’23: $22MQ4 ’23: $26MQ1 ’24: $29MQ1 ’24Q2 ’24: $29MQ3 ’24: $31MQ4 ’24: $35MQ1 ’25: $36MQ1 ’25Q2 ’25: $42MQ3 ’25: $46MQ4 ’25: $47MQ1 ’26: $43MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026145.6K$43M+2.53%
Q4 2025145.6K$47M+2.71%
Q3 2025145.3K$46M+2.74%
Q2 2025146.6K$42M+2.75%
Q1 2025146.6K$36M+2.67%
Q4 2024144.7K$35M+2.66%
Q3 2024145.3K$31M+2.43%
Q2 2024145.3K$29M+2.55%
Q1 2024145.3K$29M+2.58%
Q4 2023150.2K$26M+2.53%
Q3 2023150.2K$22M+2.42%
Q2 2023150.2K$22M+2.33%
Q1 2023150.2K$20M+2.27%
Q4 2022150.2K$20M+2.48%
Q3 2022150.2K$16M+2.41%
Q2 2022150.2K$17M+2.42%
Q1 2022147.7K$20M+2.45%
Q4 2021150.2K$24M+2.81%
Q3 2021150.2K$25M+3.14%
Q2 2021150.2K$23M+2.93%
Q1 2021150.2K$23M+3.04%
Q4 2020153.2K$19M+2.79%
Q3 2020153.2K$15M+2.43%
Q2 2020153.2K$14M+2.53%
Q1 2020153.2K$14M+2.94%
Q4 2019153.2K$21M+4.00%
Q3 2019153.2K$18M+3.61%
Q2 2019153.2K$17M+3.38%
Q1 2019153.2K$16M+3.22%

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