JPM J P Morgan Chase & Co

Ownership history in CoreFirst Bank & Trust  ·  20 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported J P Morgan Chase & Co (JPM) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.41% in 2024 Q2. The latest visible filing shows JPM at 1.27% 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 CoreFirst Bank & Trust's position in J P Morgan 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 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 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.

How CoreFirst Bank & Trust held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,262 -215 -2.9% 1.27% $2.3M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 7,477 -769 -9.3% 1.28% $2.4M 2025-11-13 $308.09
2025 Q2 REDUCED 8,246 -368 -4.3% 1.35% $2.4M 2025-08-14 $291.42
2025 Q1 REDUCED 8,614 -1,243 -12.6% 1.36% $2.1M 2025-04-29 $241.18
2024 Q4 REDUCED 9,857 -481 -4.7% 1.40% $2.4M 2025-02-11 $269.46
2024 Q2 REDUCED 10,338 -53 -0.5% 1.41% $2.1M 2024-08-14 $203.71
2024 Q1 REDUCED 10,391 -289 -2.7% 1.30% $2.1M 2024-05-15 $194.75
2023 Q4 REDUCED 10,680 -134 -1.2% 1.21% $1.8M 2024-03-18 $184.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and JPM

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

How long has CoreFirst Bank & Trust reported owning JPM?

CoreFirst Bank & Trust reported JPM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for JPM was 1.41% in 2024 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 7,262 shares, equal to 1.27% of portfolio, with an estimated market value of $2.3M.

What does the chart on this JPM ownership page compare?

The chart compares CoreFirst Bank & Trust'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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