JPM JPMORGAN CHASE & CO COM

Ownership history in Andra AP-fonden  ·  55 quarters on record

AI Ownership Summary

Andra AP-fonden reported JPMORGAN CHASE & CO COM (JPM) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.96% in 2024 Q4. The latest visible filing shows JPM at 0.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Andra AP-fonden'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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2024 Q4

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 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 Andra AP-fonden held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 241,001 +133,301 +123.8% 0.96% $77.7M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 107,700 +3,300 +3.2% 0.43% $34.0M 2025-11-12 $317.35
2025 Q2 ADDED 104,400 +4,500 +4.5% 0.42% $30.3M 2025-08-06 $287.17
2025 Q1 REDUCED 99,900 -150,200 -60.1% 0.40% $24.5M 2025-05-13 $257.99
2024 Q4 REDUCED 250,100 -35,800 -12.5% 0.96% $60.0M 2025-02-07 $268.88
2024 Q3 ADDED 285,900 +15,900 +5.9% 0.89% $60.3M 2024-11-12 $232.35
2024 Q2 ADDED 270,000 +121,800 +82.2% 0.92% $54.6M 2024-08-07 $193.19
2024 Q1 ADDED 148,200 +126,200 +573.6% 0.53% $29.7M 2024-05-13 $190.52
2023 Q4 REDUCED 22,000 -18,100 -45.1% 0.20% $3.7M 2024-02-15 $171.44
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Andra AP-fonden and JPM

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

How long has Andra AP-fonden reported owning JPM?

Andra AP-fonden reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Andra AP-fonden's portfolio?

The largest reported portfolio weight for JPM was 0.96% in 2024 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Andra AP-fonden reported 241,001 shares, equal to 0.96% of portfolio, with an estimated market value of $77.7M.

What does the chart on this JPM ownership page compare?

The chart compares Andra AP-fonden'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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