JPM — JP MORGAN CHASE & CO COM ISIN#US46625H1005

Ownership history in LANDAAS & CO /WI /ADV  ·  34 quarters on record

AI Ownership Summary

LANDAAS & CO /WI /ADV reported JP MORGAN CHASE & CO COM ISIN#US46625H1005 (JPM) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows JPM at 0.30% 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 LANDAAS & CO /WI /ADV's position in JP MORGAN CHASE & CO COM ISIN#US46625H1005, 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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q1

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 LANDAAS & CO /WI /ADV fund profile LANDAAS & CO /WI /ADV full holdings
How LANDAAS & CO /WI /ADV 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 UNCHANGED 4,171 — 0% 0.30% $1.3M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 4,171 +4 +0.1% 0.30% $1.3M 2025-11-04 $306.29
2025 Q2 ADDED 4,167 +4 +0.1% 0.29% $1.2M 2025-08-11 $285.40
2025 Q1 ADDED 4,163 +3 +0.1% 0.28% $1.0M 2025-05-02 $247.69
2024 Q4 ADDED 4,160 +4 +0.1% 0.28% $997K 2025-02-27 $252.55
2024 Q3 ADDED 4,156 +2,000 +92.8% 0.24% $876K 2024-11-12 $232.35
2024 Q2 REDUCED 2,156 -2,696 -55.6% 0.13% $436K 2024-08-13 $200.45
2024 Q1 ADDED 4,852 +13 +0.3% 0.31% $968K 2024-05-09 $189.34
2023 Q4 REDUCED 4,839 -121 -2.4% 0.31% $828K 2024-02-12 $167.55
25 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% 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% KG Capital Management 3Y 7Y 6.19% Constitution Capital LLC 3Y 5.94% JCIC Asset Management Inc. 3Y 7Y 5.78% Chronos Wealth Management, LLC 3Y 5.72%

FAQ About LANDAAS & CO /WI /ADV and JPM

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

How long has LANDAAS & CO /WI /ADV reported owning JPM?

LANDAAS & CO /WI /ADV reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in LANDAAS & CO /WI /ADV's portfolio?

The largest reported portfolio weight for JPM was 0.31% in 2024 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when LANDAAS & CO /WI /ADV reported 4,171 shares, equal to 0.30% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JPM ownership page compare?

The chart compares LANDAAS & CO /WI /ADV'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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