SEC 13F Intelligence

Wd Rutherford LLC / JPM

Wd Rutherford LLC’s Jpmorgan Chase & Co Position

Does Wd Rutherford LLC own Jpmorgan Chase & Co (JPM)? Yes — 20.4K shares worth $6M (+2.67% of its 13F portfolio) as of Q1 2026, down from 21.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
20.4K
% of Portfolio
+2.67%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.4K$6M+2.67%
Q4 202521.7K$7M+2.92%
Q3 202521.9K$7M+2.94%
Q2 202522.1K$6M+2.95%
Q1 202522.9K$5M+2.84%
Q4 202422.8K$5M+2.59%
Q3 202423.4K$5M+2.41%
Q2 202423.4K$5M+2.38%
Q1 202423.7K$5M+2.45%
Q4 202325.2K$4M+2.49%
Q3 202325.5K$4M+2.54%
Q2 202323.0K$3M+2.14%
Q1 202322.9K$3M+2.11%
Q4 202222.6K$3M+2.39%
Q3 202223.5K$2M+1.97%
Q2 202223.8K$3M+2.07%
Q1 202223.9K$3M+1.86%
Q4 202124.1K$4M+1.93%
Q3 202124.3K$4M+2.16%
Q2 202123.1K$4M+2.00%
Q1 202123.0K$3M+2.18%
Q4 202021.8K$3M+1.75%

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