JPM JPMORGAN CHASE & CO COM

Ownership history in ABLES, IANNONE, MOORE & ASSOCIATES, INC.  ·  10 quarters on record

AI Ownership Summary

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported JPMORGAN CHASE & CO COM (JPM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.49% in 2025 Q2. The latest visible filing shows JPM at 4.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s position in JPMORGAN CHASE & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 4.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.49% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABLES, IANNONE, MOORE & ASSOCIATES, INC. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,803 +719 +3.0% 4.34% $7.3M 2026-04-07 $297.40
2025 Q4 REDUCED 24,084 -281 -1.2% 4.25% $7.8M 2026-01-05 $330.85
2025 Q3 REDUCED 24,365 -537 -2.2% 4.42% $7.7M 2025-10-06 $306.22
2025 Q2 REDUCED 24,902 -614 -2.4% 4.49% $7.2M 2025-07-07 $287.78
2025 Q1 REDUCED 25,516 -159 -0.6% 4.26% $6.3M 2025-04-08 $212.73
2024 Q4 REDUCED 25,675 -103 -0.4% 3.80% $6.2M 2025-01-06 $234.81
2024 Q3 ADDED 25,778 +67 +0.3% 3.51% $5.4M 2024-10-02 $199.83
2024 Q2 REDUCED 25,711 -333 -1.3% 3.44% $5.2M 2024-07-11 $199.98
2024 Q1 REDUCED 26,044 -145 -0.6% 3.73% $5.2M 2024-04-30 $183.82
2023 Q4 INITIATED 26,189 3.40% $4.5M 2024-03-14 $179.16

FAQ About ABLES, IANNONE, MOORE & ASSOCIATES, INC. and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported owning JPM?

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for JPM was 4.49% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported 24,803 shares, equal to 4.34% of portfolio, with an estimated market value of $7.3M.

What does the chart on this JPM ownership page compare?

The chart compares ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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