JPM β€” JPMORGAN CHASE & CO. COM

Ownership history in AG Campbell Advisory, LLC  Β·  1 quarter on record

AI Ownership Summary

AG Campbell Advisory, LLC reported JPMORGAN CHASE & CO. COM (JPM) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 51.34% in 2025 Q4. The latest visible filing shows JPM at 51.34% 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 AG Campbell Advisory, LLC'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
2025 Q4

JPM was reported at 51.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
51.34% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 AG Campbell Advisory, LLC held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 529,282 β€” β€” 51.34% $170.5M 2026-02-14 (Est.) $301.01

FAQ About AG Campbell Advisory, LLC and JPM

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

How long has AG Campbell Advisory, LLC reported owning JPM?

AG Campbell Advisory, LLC reported JPM across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JPM position in AG Campbell Advisory, LLC's portfolio?

The largest reported portfolio weight for JPM was 51.34% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when AG Campbell Advisory, LLC reported 529,282 shares, equal to 51.34% of portfolio, with an estimated market value of $170.5M.

What does the chart on this JPM ownership page compare?

The chart compares AG Campbell Advisory, LLC'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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