JPM J. P. Morgan & Co. Com

Ownership history in EDGAR LOMAX CO/VA  ·  93 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported J. P. Morgan & Co. Com (JPM) in 93 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.82% in 2023 Q4. The latest visible filing shows JPM at 1.84% 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 EDGAR LOMAX CO/VA's position in J. P. Morgan & 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 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% 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 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 EDGAR LOMAX CO/VA 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 REDUCED 75,095 -1,750 -2.3% 1.84% $24.2M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 76,845 -22,345 -22.5% 1.90% $24.2M 2025-11-12 $317.35
2025 Q2 REDUCED 99,190 -1,595 -1.6% 1.82% $28.8M 2025-08-12 $288.65
2025 Q1 REDUCED 100,785 -31,080 -23.6% 1.55% $24.7M 2025-05-14 $260.57
2024 Q4 REDUCED 131,865 -2,510 -1.9% 2.04% $31.6M 2025-02-13 $269.39
2024 Q3 REDUCED 134,375 -2,165 -1.6% 1.73% $28.3M 2024-11-14 $234.59
2024 Q2 REDUCED 136,540 -2,390 -1.7% 1.79% $27.6M 2024-08-13 $200.45
2024 Q1 REDUCED 138,930 -204,858 -59.6% 1.72% $27.8M 2024-05-14 $193.19
2023 Q4 REDUCED 343,788 -13,900 -3.9% 3.82% $58.5M 2024-02-09 $166.81
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and JPM

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

How long has EDGAR LOMAX CO/VA reported owning JPM?

EDGAR LOMAX CO/VA reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for JPM was 3.82% in 2023 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 75,095 shares, equal to 1.84% of portfolio, with an estimated market value of $24.2M.

What does the chart on this JPM ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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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