JPM JP Morgan Chase

Ownership history in Knott David M Jr  ·  17 quarters on record

AI Ownership Summary

Knott David M Jr reported JP Morgan Chase (JPM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.91% in 2025 Q4. The latest visible filing shows JPM at 2.91% 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 Knott David M Jr's position in JP Morgan Chase, 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 2.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% 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 Q3 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 Knott David M Jr held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,477 -897 -4.4% 2.91% $6.3M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 20,374 -611 -2.9% 2.59% $6.4M 2025-11-12 $318.97
2025 Q2 UNCHANGED 20,985 0% 2.76% $6.1M 2025-08-11 $286.87
2025 Q1 UNCHANGED 20,985 0% 2.43% $5.1M 2025-05-12 $256.39
2024 Q4 UNCHANGED 20,985 0% 1.82% $5.0M 2025-02-12 $269.92
2024 Q3 UNCHANGED 20,985 0% 1.55% $4.4M 2024-11-13 $235.10
2024 Q2 UNCHANGED 20,985 0% 1.69% $4.2M 2024-08-12 $199.78
2024 Q1 UNCHANGED 20,985 0% 1.49% $4.2M 2024-05-14 $194.17
2023 Q4 UNCHANGED 20,985 0% 1.36% $3.6M 2024-02-13 $166.94
2023 Q3 UNCHANGED 20,985 0% 1.16% $3.0M 2023-11-13 $138.80
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Knott David M Jr and JPM

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

How long has Knott David M Jr reported owning JPM?

Knott David M Jr reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Knott David M Jr's portfolio?

The largest reported portfolio weight for JPM was 2.91% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Knott David M Jr reported 19,477 shares, equal to 2.91% of portfolio, with an estimated market value of $6.3M.

What does the chart on this JPM ownership page compare?

The chart compares Knott David M Jr'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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