JPM JPMorganChase&Co.

Ownership history in FAYEZ SAROFIM & CO  ·  50 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported JPMorganChase&Co. (JPM) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2025 Q3. The latest visible filing shows JPM at 2.46% 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 FAYEZ SAROFIM & CO's position in JPMorganChase&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 2.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q3

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 FAYEZ SAROFIM & CO 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 3,177,244 -293,156 -8.4% 2.46% $1.02B 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 3,470,400 -27,010 -0.8% 2.56% $1.10B 2025-11-14 $300.71
2025 Q2 REDUCED 3,497,410 -138,919 -3.8% 2.45% $1.02B 2025-08-14 $289.94
2025 Q1 REDUCED 3,636,329 -133,524 -3.5% 2.23% $898.7M 2025-05-12 $255.09
2024 Q4 ADDED 3,769,853 +489,644 +14.9% 2.21% $910.2M 2025-02-14 $269.65
2024 Q3 ADDED 3,280,209 +108,801 +3.4% 1.76% $691.7M 2024-11-14 $234.59
2024 Q2 REDUCED 3,171,408 -125,172 -3.8% 1.73% $641.4M 2024-08-14 $202.67
2024 Q1 REDUCED 3,296,580 -282,838 -7.9% 1.97% $660.3M 2024-05-14 $193.19
2023 Q4 REDUCED 3,579,418 -824,873 -18.7% 1.91% $626.4M 2024-02-15 $171.44
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & 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 FAYEZ SAROFIM & CO reported owning JPM?

FAYEZ SAROFIM & CO reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for JPM was 2.56% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when FAYEZ SAROFIM & CO reported 3,177,244 shares, equal to 2.46% of portfolio, with an estimated market value of $1.02B.

What does the chart on this JPM ownership page compare?

The chart compares FAYEZ SAROFIM & 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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