JPM JPMorgan Chase Com US$1

Ownership history in James Hambro & Partners LLP  ·  32 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported JPMorgan Chase Com US$1 (JPM) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.36% in 2025 Q2. The latest visible filing shows JPM at 7.96% 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 James Hambro & Partners LLP's position in JPMorgan Chase Com US$1, 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 7.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.36% 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
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 James Hambro & Partners LLP 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 ADDED 691,262 +1,262 +0.2% 7.96% $222.8M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 690,000 -39,479 -5.4% 7.73% $217.6M 2025-10-15 $304.32
2025 Q2 REDUCED 729,479 -3,973 -0.5% 8.36% $211.4M 2025-07-17 $287.20
2025 Q1 ADDED 733,452 +583 +0.1% 7.50% $179.9M 2025-04-17 $228.70
2024 Q4 REDUCED 732,869 -12,767 -1.7% 6.94% $175.9M 2025-01-22 $257.56
2024 Q3 REDUCED 745,636 -15,786 -2.1% 6.55% $157.2M 2024-10-21 $217.40
2024 Q2 ADDED 761,422 +1,000 +0.1% 7.16% $154.1M 2024-07-16 $206.98
2024 Q1 REDUCED 760,422 -1,680 -0.2% 7.13% $152.3M 2024-04-26 $186.45
2023 Q4 ADDED 762,102 +25,831 +3.5% 6.91% $129.7M 2024-01-19 $163.16
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About James Hambro & Partners LLP and JPM

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

How long has James Hambro & Partners LLP reported owning JPM?

James Hambro & Partners LLP reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for JPM was 8.36% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when James Hambro & Partners LLP reported 691,262 shares, equal to 7.96% of portfolio, with an estimated market value of $222.8M.

What does the chart on this JPM ownership page compare?

The chart compares James Hambro & Partners LLP'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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