Question 1

How many shares of JPM does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 573,129 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Williams Jones Wealth Management, LLC.'s JPM position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s JPM position is worth $187.6M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling JPM?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their JPM position (-1.3% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy JPM?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in JPM in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	573,129	-1.3%	$187.6M	2.1%	$325.86	0
2026-Q1	Increased	580,888	+2.0%	$170.9M	2.1%	$300.26	53
2025-Q4	Decreased	569,662	-0.0%	$183.6M	2.1%	$321.97	0
2025-Q3	Decreased	569,786	-0.4%	$179.7M	2.1%	$312.75	0
2025-Q2	Decreased	572,275	-1.1%	$165.9M	2.0%	$283.07	0
2025-Q1	Increased	578,537	+0.7%	$141.9M	1.8%	$237.97	48
2024-Q4	Decreased	574,824	-0.5%	$137.8M	1.7%	$233.31	0
2024-Q3	Decreased	577,841	-0.2%	$121.8M	1.4%	$203.96	0
2024-Q2	Increased	579,027	+0.2%	$117.1M	1.5%	$194.90	47
2024-Q1	Decreased	578,093	-1.2%	$115.8M	1.5%	$191.89	0
2023-Q4	Decreased	585,096	-5.3%	$99.5M	1.4%	$161.96	0
2023-Q3	Decreased	618,062	-2.8%	$89.6M	1.4%	$137.07	0
2023-Q2	Decreased	635,609	-1.3%	$92.4M	1.4%	$134.64	0
2023-Q1	Increased	643,842	+5.8%	$83.9M	1.3%	$119.92	50
2022-Q4	Decreased	608,739	-1.0%	$81.6M	1.4%	$123.99	0
2022-Q3	Increased	614,732	+0.1%	$64.2M	1.1%	$97.28	46
2022-Q2	Increased	614,070	+0.3%	$69.2M	1.1%	$104.73	47
2022-Q1	Decreased	612,444	-0.3%	$83.5M	1.2%	$126.72	0
2021-Q4	Increased	613,965	+3.6%	$97.2M	1.2%	$142.04	49
2021-Q3	Decreased	592,863	-0.1%	$97M	1.4%	$147.85	0
2021-Q2	Increased	593,328	+1.5%	$92.3M	1.3%	$136.54	48
2021-Q1	Increased	584,681	+1.1%	$89M	1.4%	$136.04	47
2020-Q4	Increased	578,322	+2.0%	$73.5M	1.2%	$109.61	48
2020-Q3	Decreased	567,169	-0.5%	$54.6M	1.0%	$82.60	0
2020-Q2	Increased	570,219	+4.1%	$53.6M	1.1%	$79.79	48
2020-Q1	Decreased	547,531	-2.0%	$49.3M	1.3%	$79.39	0
2019-Q4	Increased	559,009	+4.2%	$77.9M	1.5%	$116.96	49
2019-Q3	New	536,714	-	$63.2M	1.3%	$98.53	67

JPM28 quarters

JPM
28 quarters