Illumine Investment Management, LLC JPM — JPMORGAN CHASE & CO.

Ownership history in Illumine Investment Management, LLC  ·  7 quarters on record

AI Ownership Summary

Illumine Investment Management, LLC reported JPMORGAN CHASE & CO. (JPM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.79% in 2025 Q2. The latest visible filing shows JPM at 0.69% 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.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Illumine Investment Management, LLC'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
2026 Q2

JPM was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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
2024 Q4 to 2026 Q2

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.

JPM stock page Illumine Investment Management, LLC fund profile Illumine Investment Management, LLC full holdings
How Illumine Investment Management, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — — -3,241 -100.0% 0.69% $1.1M 2026-07-29 $344.71
2026 Q1 UNCHANGED — — — 3,241 — 0% 0.73% $953K 2026-05-04 $306.27
2025 Q4 REDUCED 5.8% -8.3% ✅ 3,241 -200 -5.8% 0.76% $1.0M 2026-02-09 $319.02
2025 Q3 UNCHANGED — — — 3,441 — 0% 0.77% $1.1M 2025-11-04 $304.92
2025 Q2 UNCHANGED — — — 3,441 — 0% 0.79% $998K 2025-08-07 $281.55
2025 Q1 UNCHANGED — — — 3,441 — 0% 0.69% $844K 2025-04-22 $230.06
2024 Q4 INITIATED — — — 3,441 — — 0.68% $825K 2025-02-05 $262.46

🏢 Other funds also holding JPM

As of 2026 Q2 — sorted by position size

Guidance Point Advisors, LLC 3Y 7Y 27.72% Courant Investment Management LLC 3Y 7Y 22.46% BAYPOINTE PARTNERS LLC 15.69% MKP Capital Management, L.L.C. 3Y 7Y 12.6% LDIC Inc. 10.6% Community Bank of Raymore 3Y 7Y 10.47% SS&H Financial Advisors, Inc. 3Y 8.77% Hardy Reed LLC 3Y 7Y 8.43% DAVIS-REA LTD. 3Y 7Y 8.35% Summerhill Capital Management lnc. 8.16%

FAQ About Illumine Investment Management, LLC and JPM

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

How long has Illumine Investment Management, LLC reported owning JPM?

Illumine Investment Management, LLC reported JPM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JPM position in Illumine Investment Management, LLC's portfolio?

The largest reported portfolio weight for JPM was 0.79% in 2025 Q2.

What is the latest reported JPM position on this page?

The latest section of the table and chart shows the most recent reported JPM position for Illumine Investment Management, LLC.

What does the chart on this JPM ownership page compare?

The chart compares Illumine Investment Management, LLC'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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