JPM JPMORGAN CHASE & CO

Ownership history in Integrity Financial Corp /WA  ·  18 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported JPMORGAN CHASE & CO (JPM) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.66% in 2025 Q4. The latest visible filing shows JPM at 2.66% 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 Integrity Financial Corp /WA'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 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% 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 Integrity Financial Corp /WA 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 16,310 +871 +5.6% 2.66% $5.3M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 15,439 +232 +1.5% 2.32% $4.9M 2025-11-06 $310.42
2025 Q2 ADDED 15,207 +11,893 +358.9% 2.24% $4.4M 2025-08-05 $287.19
2025 Q1 ADDED 3,314 +516 +18.4% 0.46% $813K 2025-05-12 $255.09
2024 Q4 REDUCED 2,798 -458 -14.1% 0.39% $671K 2025-02-13 $269.39
2024 Q3 ADDED 3,256 +108 +3.4% 0.40% $686K 2024-10-21 $216.29
2024 Q2 ADDED 3,148 +51 +1.6% 0.40% $637K 2024-07-30 $207.44
2024 Q1 ADDED 3,097 +475 +18.1% 0.43% $620K 2024-05-02 $183.74
2023 Q4 REDUCED 2,622 -268 -9.3% 0.32% $446K 2024-02-07 $167.21
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and JPM

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

How long has Integrity Financial Corp /WA reported owning JPM?

Integrity Financial Corp /WA reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for JPM was 2.66% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Financial Corp /WA reported 16,310 shares, equal to 2.66% of portfolio, with an estimated market value of $5.3M.

What does the chart on this JPM ownership page compare?

The chart compares Integrity Financial Corp /WA'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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