Kearns & Associates LLC JPM JPMORGAN CHASE & CO

Ownership history in Kearns & Associates LLC  ·  14 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported JPMORGAN CHASE & CO (JPM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows JPM at 0.31% 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 Kearns & Associates 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 Q1

JPM was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

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 2026 Q1

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 Kearns & Associates 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,967 0% 0.31% $579K 2026-04-20 $316.99
2025 Q4 UNCHANGED 1,967 0% 0.33% $634K 2026-01-08 $328.11
2025 Q3 ADDED 1,967 +7 +0.4% 0.33% $620K 2025-10-22 $291.30
2025 Q2 UNCHANGED 1,960 0% 0.33% $568K 2025-07-09 $279.10
2025 Q1 UNCHANGED 1,960 0% 0.31% $481K 2025-05-15 $262.39
2024 Q4 UNCHANGED 1,960 0% 0.30% $470K 2025-01-23 $259.28
2024 Q3 UNCHANGED 1,960 0% 0.27% $413K 2024-10-29 $216.19
2024 Q2 UNCHANGED 1,960 0% 0.30% $396K 2024-08-01 $200.47
2024 Q1 UNCHANGED 1,960 0% 0.30% $393K 2024-05-10 $190.56
2023 Q4 UNCHANGED 1,960 0% 0.28% $333K 2024-01-24 $162.51
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates 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 Kearns & Associates LLC reported owning JPM?

Kearns & Associates LLC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for JPM was 0.33% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Kearns & Associates LLC reported 1,967 shares, equal to 0.31% of portfolio, with an estimated market value of $579K.

What does the chart on this JPM ownership page compare?

The chart compares Kearns & Associates 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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