JPM JPMORGAN CHASE &CO

Ownership history in HAZLETT, BURT & WATSON, INC.  ·  16 quarters on record

AI Ownership Summary

HAZLETT, BURT & WATSON, INC. reported JPMORGAN CHASE &CO (JPM) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.3% in 2024 Q1. The latest visible filing shows JPM at 1.08% 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 HAZLETT, BURT & WATSON, INC.'s position in JPMORGAN 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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2024 Q1

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 HAZLETT, BURT & WATSON, INC. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,532 +44 +0.4% 1.08% $3.4M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 10,488 +340 +3.4% 1.17% $3.3M 2025-11-04 $306.29
2025 Q2 REDUCED 10,148 -295 -2.8% 1.20% $2.9M 2025-07-25 $294.33
2025 Q1 REDUCED 10,443 -422 -3.9% 1.15% $2.6M 2025-05-05 $247.74
2024 Q4 REDUCED 10,865 -263 -2.4% 1.15% $2.6M 2025-02-12 $268.54
2024 Q3 ADDED 11,128 +214 +2.0% 1.08% $2.3M 2024-10-30 $217.66
2024 Q2 ADDED 10,914 +111 +1.0% 1.14% $2.2M 2024-08-07 $193.19
2024 Q1 REDUCED 10,803 -191 -1.7% 1.30% $2.2M 2024-04-29 $185.30
2023 Q4 REDUCED 10,994 -77 -0.7% 1.26% $1.9M 2024-01-25 $164.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HAZLETT, BURT & WATSON, INC. and JPM

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

How long has HAZLETT, BURT & WATSON, INC. reported owning JPM?

HAZLETT, BURT & WATSON, INC. reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in HAZLETT, BURT & WATSON, INC.'s portfolio?

The largest reported portfolio weight for JPM was 1.30% in 2024 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when HAZLETT, BURT & WATSON, INC. reported 10,532 shares, equal to 1.08% of portfolio, with an estimated market value of $3.4M.

What does the chart on this JPM ownership page compare?

The chart compares HAZLETT, BURT & WATSON, INC.'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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