JPM JP Morgan Chase & Co

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported JP Morgan Chase & Co (JPM) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.38% in 2025 Q4. The latest visible filing shows JPM at 1.35% 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 First County Bank /CT/'s position in JP 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
2026 Q1

JPM was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 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 2026 Q1

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 First County Bank /CT/ 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)
2026 Q1 ADDED 8,588 +384 +4.7% 1.35% $2.5M 2026-05-15 (Est.) $294.60
2025 Q4 REDUCED 8,204 -187 -2.2% 1.38% $2.6M 2026-01-14 $307.87
2025 Q3 ADDED 8,391 +69 +0.8% 1.35% $2.6M 2025-10-08 $302.66
2025 Q2 REDUCED 8,322 -489 -5.5% 1.30% $2.4M 2025-07-17 $287.20
2025 Q1 REDUCED 8,811 -539 -5.8% 1.19% $2.2M 2025-04-07 $211.43
2024 Q4 REDUCED 9,350 -2,154 -18.7% 1.25% $2.2M 2025-01-07 $238.28
2024 Q3 REDUCED 11,504 -78 -0.7% 1.20% $2.4M 2024-11-12 $233.54
2024 Q2 REDUCED 11,582 -893 -7.2% 1.20% $2.3M 2024-08-15 $204.98
2024 Q1 REDUCED 12,475 -1,582 -11.3% 1.22% $2.5M 2024-05-14 $194.17
2023 Q4 REDUCED 14,057 -55 -0.4% 1.16% $2.4M 2024-02-14 $168.64
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and JPM

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

How long has First County Bank /CT/ reported owning JPM?

First County Bank /CT/ reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for JPM was 1.38% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 8,588 shares, equal to 1.35% of portfolio, with an estimated market value of $2.5M.

What does the chart on this JPM ownership page compare?

The chart compares First County Bank /CT/'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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