JPM MORGAN, J.P. & CO INC COMMON

Ownership history in INGALLS & SNYDER LLC  ·  123 quarters on record

AI Ownership Summary

INGALLS & SNYDER LLC reported MORGAN, J.P. & CO INC COMMON (JPM) in 123 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.33% in 2025 Q4. The latest visible filing shows JPM at 2.33% 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 INGALLS & SNYDER LLC's position in MORGAN, J.P. & CO INC COMMON, 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 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% 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 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 INGALLS & SNYDER LLC 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 197,262 -6,657 -3.3% 2.33% $63.6M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 203,919 -5,967 -2.8% 2.10% $64.3M 2025-11-07 $312.80
2025 Q2 REDUCED 209,886 -1,140 -0.5% 2.16% $60.8M 2025-07-31 $293.48
2025 Q1 REDUCED 211,026 -5,204 -2.4% 1.70% $51.8M 2025-05-12 $256.39
2024 Q4 REDUCED 216,230 -3,369 -1.5% 2.03% $51.8M 2025-01-29 $261.22
2024 Q3 REDUCED 219,599 -11,264 -4.9% 1.81% $46.3M 2024-11-14 $235.79
2024 Q2 REDUCED 230,863 -4,872 -2.1% 2.01% $46.7M 2024-07-31 $206.19
2024 Q1 REDUCED 235,735 -3,526 -1.5% 2.08% $47.2M 2024-05-13 $191.50
2023 Q4 REDUCED 239,261 -2,711 -1.1% 1.84% $40.7M 2024-01-29 $165.48
114 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About INGALLS & SNYDER 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 INGALLS & SNYDER LLC reported owning JPM?

INGALLS & SNYDER LLC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in INGALLS & SNYDER LLC's portfolio?

The largest reported portfolio weight for JPM was 2.33% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when INGALLS & SNYDER LLC reported 197,262 shares, equal to 2.33% of portfolio, with an estimated market value of $63.6M.

What does the chart on this JPM ownership page compare?

The chart compares INGALLS & SNYDER 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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