JPM — MORGAN J P & CO INC COM

Ownership history in ASSOCIATED BANC-CORP  ·  95 quarters on record

This page tracks every 13F SEC filing in which ASSOCIATED BANC-CORP reported a position in MORGAN J P & CO INC COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.28% (2025 Q3)
Avg. % of fund
1.26%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
95
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 393,395 -1,736 -0.4% 3.25% $126.8M $320.77
2025 Q3 REDUCED 395,131 -525 -0.1% 3.28% $124.6M $312.49
2025 Q2 REDUCED 395,656 -4,833 -1.2% 3.25% $114.7M $285.83
2025 Q1 ADDED 400,489 +15,580 +4.0% 3.00% $98.2M $240.37
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

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%
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