JPM JP MORGAN CHASE & CO COM

Ownership history in Cannell & Spears LLC  ·  72 quarters on record

AI Ownership Summary

Cannell & Spears LLC reported JP MORGAN CHASE & CO COM (JPM) in 72 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.9% in 2023 Q4. The latest visible filing shows JPM at 1.31% 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 Cannell & Spears LLC's position in JP MORGAN 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 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.9% in 2023 Q4

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.

How Cannell & Spears LLC 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 217,953 -20,931 -8.8% 1.31% $70.2M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 238,884 -7,350 -3.0% 1.42% $75.4M 2025-11-14 $302.25
2025 Q2 REDUCED 246,234 -8,877 -3.5% 1.44% $71.4M 2025-08-14 $291.42
2025 Q1 ADDED 255,111 +5,266 +2.1% 1.35% $62.6M 2025-05-14 $261.91
2024 Q4 REDUCED 249,845 -34,344 -12.1% 1.23% $59.9M 2025-02-12 $269.92
2024 Q3 REDUCED 284,189 -1,945 -0.7% 1.18% $59.9M 2024-11-12 $233.54
2024 Q2 REDUCED 286,134 -2,133 -0.7% 1.20% $57.9M 2024-08-12 $199.78
2024 Q1 ADDED 288,267 +74,305 +34.7% 1.19% $57.7M 2024-05-10 $191.53
2023 Q4 REDUCED 213,962 -5,846 -2.7% 2.90% $36.4M 2024-02-14 $168.64
2023 Q3 REDUCED 219,808 -978 -0.4% 2.73% $31.9M 2023-11-21 $145.65
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cannell & Spears 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 Cannell & Spears LLC reported owning JPM?

Cannell & Spears LLC reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Cannell & Spears LLC's portfolio?

The largest reported portfolio weight for JPM was 2.90% in 2023 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Cannell & Spears LLC reported 217,953 shares, equal to 1.31% of portfolio, with an estimated market value of $70.2M.

What does the chart on this JPM ownership page compare?

The chart compares Cannell & Spears 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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