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Disclosery

Willis Investment Counsel: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Investment Counsel on JPM, newest first. How the timeline and the estimate are built.

Willis Investment Counsel held 77,798 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,798 shares
    Change vs previous 13F -81 shares

    1.21% of the 13F portfolio, value $25,465,619.

    13F-HR 0001310929-26-000004 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,879 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $22,908,887.

    13F-HR 0001310929-26-000003 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,879 shares
    Change vs previous 13F -100 shares

    1.3% of the 13F portfolio, value $25,094,171.

    13F-HR 0001310929-26-000001 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,979 shares
    Change vs previous 13F +9,059 shares

    1.35% of the 13F portfolio, value $24,596,916.

    13F-HR 0001310929-25-000006 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,920 shares
    Change vs previous 13F +9,400 shares

    1.17% of the 13F portfolio, value $19,980,597.

    13F-HR 0001310929-25-000004 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,520 shares
    Change vs previous 13F -821 shares

    0.98% of the 13F portfolio, value $14,600,256.

    13F-HR 0001310929-25-000003 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,341 shares
    Change vs previous 13F -59 shares

    0.95% of the 13F portfolio, value $14,464,341.

    13F-HR 0001310929-25-000001 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,400 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $12,735,944.

    13F-HR 0001310929-24-000009 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).