JPM JPMORGAN CHASE & CO COM

Ownership history in Drexel Morgan & Co.  ·  51 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported JPMORGAN CHASE & CO COM (JPM) in 51 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 8.42% in 2025 Q2. The latest visible filing shows JPM at 8.25% 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 Drexel Morgan & Co.'s position in JPMORGAN 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 8.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.42% 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.

How Drexel Morgan & Co. 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 UNCHANGED 163,589 0% 8.25% $52.7M 2026-02-14 (Est.) $302.55
2025 Q3 UNCHANGED 163,589 0% 8.10% $51.6M 2025-11-12 $318.97
2025 Q2 ADDED 163,589 +50,000 +44.0% 8.42% $47.4M 2025-08-12 $290.12
2025 Q1 UNCHANGED 113,589 0% 5.85% $27.9M 2025-05-08 $249.91
2024 Q4 UNCHANGED 113,589 0% 5.62% $27.2M 2025-02-11 $269.46
2024 Q3 UNCHANGED 113,589 0% 4.45% $24.0M 2024-10-28 $219.83
2024 Q2 UNCHANGED 113,589 0% 4.92% $23.0M 2024-08-12 $199.78
2024 Q1 ADDED 113,589 +125 +0.1% 4.68% $22.8M 2024-04-30 $184.76
2023 Q4 ADDED 113,464 +514 +0.5% 4.46% $19.3M 2024-02-08 $167.46
2023 Q3 UNCHANGED 112,950 0% 4.46% $16.4M 2023-11-08 $137.79
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drexel Morgan & Co. and JPM

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

How long has Drexel Morgan & Co. reported owning JPM?

Drexel Morgan & Co. reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for JPM was 8.42% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 163,589 shares, equal to 8.25% of portfolio, with an estimated market value of $52.7M.

What does the chart on this JPM ownership page compare?

The chart compares Drexel Morgan & Co.'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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