SEC 13F Intelligence

Gilliland Jeter Wealth Management LLC / JPM

Gilliland Jeter Wealth Management LLC’s Jpmorgan Chase & Co Position

Does Gilliland Jeter Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 23.3K shares worth $7M (+2.03% of its 13F portfolio) as of Q1 2026, down from 23.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
23.3K
% of Portfolio
+2.03%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $11MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.3K$7M+2.03%
Q4 202523.6K$8M+2.30%
Q3 202523.8K$8M+2.32%
Q2 202524.6K$7M+2.32%
Q1 202524.8K$6M+2.15%
Q4 202425.3K$6M+2.05%
Q3 202451.2K$11M+1.76%
Q2 202425.6K$5M+1.75%
Q1 202425.9K$5M+1.81%
Q4 202324.0K$4M+1.69%

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