JPM JPMORGAN CHASE & CO

Ownership history in L & S Advisors Inc  ·  47 quarters on record

AI Ownership Summary

L & S Advisors Inc reported JPMORGAN CHASE & CO (JPM) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q4. The latest visible filing shows JPM at 1.80% 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 L & S Advisors Inc'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 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% 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 L & S Advisors Inc 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 60,431 +15,191 +33.6% 1.80% $19.5M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 45,240 -1,369 -2.9% 1.37% $14.3M 2025-11-07 $311.21
2025 Q2 ADDED 46,609 +11,624 +33.2% 1.34% $13.5M 2025-08-08 $284.62
2025 Q1 REDUCED 34,985 -11,744 -25.1% 1.06% $8.6M 2025-05-09 $248.25
2024 Q4 REDUCED 46,729 -19,844 -29.8% 1.23% $11.2M 2025-02-12 $268.54
2024 Q3 ADDED 66,573 +17,932 +36.9% 1.47% $14.0M 2024-11-12 $232.35
2024 Q2 ADDED 48,641 +30,644 +170.3% 1.12% $9.8M 2024-08-09 $198.39
2024 Q1 REDUCED 17,997 -46,352 -72.0% 0.41% $3.6M 2024-05-10 $190.56
2023 Q4 ADDED 64,349 +43,279 +205.4% 1.33% $10.9M 2024-02-13 $166.09
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L & S Advisors Inc and JPM

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

How long has L & S Advisors Inc reported owning JPM?

L & S Advisors Inc reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for JPM was 1.80% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when L & S Advisors Inc reported 60,431 shares, equal to 1.80% of portfolio, with an estimated market value of $19.5M.

What does the chart on this JPM ownership page compare?

The chart compares L & S Advisors Inc'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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