JPM — JPMORGAN CHASE & CO

Ownership history in Armstrong, Fleming & Moore, Inc  ·  11 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported JPMORGAN CHASE & CO (JPM) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.64% in 2025 Q2. The latest visible filing shows JPM at 1.25% 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 Armstrong, Fleming & Moore, Inc's position in JPMORGAN CHASE & CO, 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 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% 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 Q3 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.

JPM stock page Armstrong, Fleming & Moore, Inc fund profile Armstrong, Fleming & Moore, Inc full holdings
How Armstrong, Fleming & Moore, 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)
2025 Q4 REDUCED 8,404 -482 -5.4% 1.25% $2.7M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 8,886 -1,531 -14.7% 1.34% $2.8M 2025-10-20 $301.00
2025 Q2 ADDED 10,417 +5,348 +105.5% 1.64% $3.0M 2025-07-23 $294.00
2025 Q1 REDUCED 5,069 -5,248 -50.9% 1.50% $1.2M 2025-04-11 $232.88
2024 Q4 UNCHANGED 10,317 — 0% 1.50% $2.5M 2025-02-05 $265.00
2024 Q3 ADDED 10,317 +2 +0.0% 1.27% $2.2M 2024-10-16 $218.02
2024 Q2 UNCHANGED 10,315 — 0% 1.34% $2.1M 2024-07-23 $203.80
2024 Q1 ADDED 10,315 +120 +1.2% 1.43% $2.1M 2024-04-23 $185.15
2023 Q4 UNCHANGED 10,195 — 0% 1.31% $1.7M 2024-02-06 $167.75
2023 Q3 UNCHANGED 10,195 — 0% 1.43% $1.5M 2023-11-03 $136.16
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%

FAQ About Armstrong, Fleming & Moore, 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 Armstrong, Fleming & Moore, Inc reported owning JPM?

Armstrong, Fleming & Moore, Inc reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for JPM was 1.64% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Armstrong, Fleming & Moore, Inc reported 8,404 shares, equal to 1.25% of portfolio, with an estimated market value of $2.7M.

What does the chart on this JPM ownership page compare?

The chart compares Armstrong, Fleming & Moore, 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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