FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Position in JPM — Jpmorgan Chase & Co
CIK 869353
PORTLAND, OR
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$238,362,033
+$18,070,022 QoQ
Shares Held
728,201
-2.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#21
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $398,949,488 across 11 Banks - Diversified names. JPM ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
728,201 | $238,362,033 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
974,537 | $80,535,737 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,709,700 | $40,314,726 | |
| 4 | BCS |
Barclays PLC
|
1,180,408 | $31,705,758 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,759 | $3,580,398 | |
| 6 | RY |
Royal Bank Of Canada
|
6,216 | $1,286,525 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
4,238 | $748,854 | |
| 8 | BAC |
Bank Of America Corp /De/
|
12,766 | $727,406 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,362,033 | 728,201 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $220,292,011 | 748,885 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $240,284,931 | 745,717 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $233,876,204 | 741,452 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $220,831,694 | 761,725 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $190,003,983 | 774,578 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $183,366,164 | 764,950 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $161,869,631 | 767,664 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $156,158,069 | 772,066 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $157,526,736 | 786,454 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $131,729,012 | 774,421 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $110,943,490 | 765,022 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $110,885,637 | 762,415 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $98,504,456 | 755,924 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $99,783,407 | 744,097 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $48,831,282 | 467,285 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $51,291,940 | 455,483 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $58,441,065 | 428,705 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $74,370,977 | 469,662 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $74,967,400 | 457,984 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $70,626,825 | 454,075 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $67,690,744 | 444,661 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $100,307,405 | 789,387 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $75,357,940 | 782,777 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $78,378,974 | 833,287 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $75,316,126 | 836,567 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||