JPM — JPMORGAN CHASE & CO

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported JPMORGAN CHASE & CO (JPM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.8% in 2025 Q2. The latest visible filing shows JPM at 4.47% 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 BROOKS, MOORE & ASSOCIATES, 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 4.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.8% 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 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 BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 28,228 +10 +0.0% 4.47% $9.1M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 28,218 -1,816 -6.0% 4.51% $8.9M 2025-11-17 $299.02
2025 Q2 ADDED 30,034 +132 +0.4% 4.80% $8.9M 2025-08-15 $287.79
2025 Q1 REDUCED 29,902 -101 -0.3% 4.14% $7.3M 2025-05-14 $261.91
2024 Q4 REDUCED 30,003 -1,342 -4.3% 4.25% $7.2M 2025-02-14 $271.03
2024 Q3 REDUCED 31,345 -55 -0.2% 3.90% $6.6M 2024-11-14 $235.79
2024 Q2 REDUCED 31,400 -265 -0.8% 4.08% $6.4M 2024-08-15 $204.98
2024 Q1 REDUCED 31,665 -125 -0.4% 4.07% $6.3M 2024-05-14 $194.17
2023 Q4 REDUCED 31,790 -497 -1.5% 3.72% $5.4M 2024-02-15 $172.32
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 3.61% Somerset Trust Co 3Y 7Y 2.97% NEVILLE RODIE & SHAW INC 3Y 7Y 2.79% ADIRONDACK TRUST CO 3Y 7Y 1.99% Adelphi Trust Co 1.78% First Financial Bank - Trust Division 3Y 7Y 1.76% Byrne Asset Management LLC 3Y 1.66% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 1.61% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 1.54% Hamrick Investment Counsel, llc 1.51%

FAQ About BROOKS, 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 BROOKS, MOORE & ASSOCIATES, INC. reported owning JPM?

BROOKS, MOORE & ASSOCIATES, INC. reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for JPM was 4.80% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 28,228 shares, equal to 4.47% of portfolio, with an estimated market value of $9.1M.

What does the chart on this JPM ownership page compare?

The chart compares BROOKS, 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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