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Disclosed positions
BROOKS, MOORE & ASSOCIATES, INC.: source evidence dated 2026-08-18T03:59:59.999Z.
- Issuer
- JPMORGAN CHASE & CO
- Ticker
- JPM
- Class
- COM
- Reported value
- $9,251,655
- Reported amount
- 28,264
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001767040-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| JPMORGAN CHASE & CO | JPM | COM | $9,251,655 | 28,264 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $8,741,134 | 34,417 | SH | None |
| VANGUARD INDEX FDS | VOO | S & P 500 ETF SHS | $8,607,790 | 12,533 | SH | None |
| COCA COLA CO | KO | COM | $7,660,023 | 94,254 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,657,728 | 20,529 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,638,784 | 21,375 | SH | None |
| JP MORGAN EXCHANGE-TRADED F | JPST | ULTRA SHRT INC | $7,503,374 | 148,376 | SH | None |
| ABBVIE INC | ABBV | COM | $7,258,025 | 28,842 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $7,228,648 | 137,010 | SH | None |
| CISCO SYS INC | CSCO | COM | $6,271,072 | 53,389 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $5,963,487 | 43,618 | SH | None |
| APPLE INC | AAPL | COM | $5,769,838 | 19,940 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $5,174,033 | 31,214 | SH | None |
| WALMART INC | WMT | COM | $4,458,833 | 39,368 | SH | None |
| ABBOTT LABS | ABT | COM | $4,306,067 | 47,455 | SH | None |
| MERCK & CO INC | MRK | COM | $4,165,842 | 32,419 | SH | None |
| PEPSICO INC | PEP | COM | $3,846,963 | 28,411 | SH | None |
| HOME DEPOT INC | HD | COM | $3,777,555 | 10,711 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $3,545,112 | 37,075 | SH | None |
| LILLY ELI & CO | LLY | COM | $3,381,193 | 2,819 | SH | None |
| PINNACLE FINL PARTNERS INC | PNFP | COM | $3,204,453 | 31,765 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,157,145 | 11,227 | SH | None |
| ISHARES U S ETF TR | NEAR | SHORT DURATION B | $3,103,381 | 61,259 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHARES FLEXIBLE | $2,762,244 | 52,775 | SH | None |
| CHUBB LIMITED | CB | COM | $2,736,142 | 8,030 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $2,559,257 | 30,965 | SH | None |
| SOUTHERN CO | SO | COM | $2,361,454 | 24,673 | SH | None |
| LOWES COS INC | LOW | COM | $2,342,486 | 10,624 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $2,338,554 | 4,590 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,332,606 | 55,092 | SH | None |
| BANK AMER CORP | BAC | COM | $2,273,331 | 39,897 | SH | None |
| HONEYWELL INTL INC | HON | COM | $2,269,227 | 10,135 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $2,218,515 | 15,128 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $2,185,376 | 9,885 | SH | None |
| QUALCOMM INC | QCOM | COM | $2,163,706 | 11,709 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $2,003,793 | 9,988 | SH | None |
| RTX CORPORATION | RTX | COM | $1,998,236 | 10,532 | SH | None |
| NORFOLK SOUTHERN CORP | NSC | COM | $1,913,022 | 6,081 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $1,861,947 | 23,560 | SH | None |
| ORACLE CORP | ORCL | COM | $1,810,186 | 12,352 | SH | None |
| SHELL PLC | SHEL | SPON ADS | $1,759,806 | 22,695 | SH | None |
| GE AEROSPACE | GE | COM NEW | $1,640,675 | 4,390 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,588,260 | 12,547 | SH | None |
| KLA CORP | KLAC | COM NEW | $1,583,978 | 5,250 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $1,566,256 | 17,845 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| TRUIST FINL CORP | TFC | COM | $1,475,170 | 29,610 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $1,463,362 | 1,955 | SH | None |
| TJX COS INC NEW | TJX | COM | $1,457,430 | 9,620 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $1,394,715 | 4,123 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.