KELLEHER FINANCIAL ADVISORS JPM — JP MORGAN CHASE & CO COM ISIN# COM

Ownership history in KELLEHER FINANCIAL ADVISORS  ·  57 quarters on record

AI Ownership Summary

KELLEHER FINANCIAL ADVISORS reported JP MORGAN CHASE & CO COM ISIN# COM (JPM) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.94% in 2025 Q2. The latest visible filing shows JPM at 0.70% 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 KELLEHER FINANCIAL ADVISORS's position in JP MORGAN CHASE & CO COM ISIN# COM, 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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% 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.

JPM stock page KELLEHER FINANCIAL ADVISORS fund profile KELLEHER FINANCIAL ADVISORS full holdings
How KELLEHER FINANCIAL ADVISORS 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 9,507 +1,449 +18.0% 0.70% $3.1M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 13.5% +3.1% ❌ 8,058 -1,253 -13.5% 0.63% $2.5M 2025-11-14 $300.71
2025 Q2 ADDED — — — 9,311 +2,566 +38.0% 0.94% $2.7M 2025-08-08 $284.62
2025 Q1 REDUCED — — — 6,745 -66 -1.0% 0.66% $1.7M 2025-05-14 $260.57
2024 Q4 ADDED — — — 6,811 +171 +2.6% 0.62% $1.6M 2025-01-17 $252.66
2024 Q3 ADDED — — — 6,640 +204 +3.2% 0.53% $1.4M 2024-11-08 $229.85
2024 Q2 REDUCED — — — 6,436 -71 -1.1% 0.53% $1.3M 2024-07-29 $203.26
2024 Q1 REDUCED — — — 6,507 -195 -2.9% 0.54% $1.3M 2024-05-09 $189.34
2023 Q4 ADDED — — — 6,702 +6 +0.1% 0.51% $1.1M 2024-02-13 $166.09
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% Pettee Investors, Inc. 3Y 7Y 7.28%

FAQ About KELLEHER FINANCIAL ADVISORS and JPM

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

How long has KELLEHER FINANCIAL ADVISORS reported owning JPM?

KELLEHER FINANCIAL ADVISORS reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in KELLEHER FINANCIAL ADVISORS's portfolio?

The largest reported portfolio weight for JPM was 0.94% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when KELLEHER FINANCIAL ADVISORS reported 9,507 shares, equal to 0.70% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JPM ownership page compare?

The chart compares KELLEHER FINANCIAL ADVISORS'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.

How well did KELLEHER FINANCIAL ADVISORS time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, KELLEHER FINANCIAL ADVISORS correctly timed 22 out of 43 reported position changes (51%). The annualised alpha on JPM relative to SPY over the holding period was +2.6%.

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