LANGLEY WEALTH MANAGEMENT, LLC JPM — JPMORGAN CHASE & COMPANY

Ownership history in LANGLEY WEALTH MANAGEMENT, LLC  ·  2 quarters on record

AI Ownership Summary

LANGLEY WEALTH MANAGEMENT, LLC reported JPMORGAN CHASE & COMPANY (JPM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 1.23% in 2026 Q3. The latest visible filing shows JPM at 1.23% 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.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANGLEY WEALTH MANAGEMENT, LLC's position in JPMORGAN CHASE & COMPANY, 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 Q3

JPM was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

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 LANGLEY WEALTH MANAGEMENT, 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,790 -9 -0.2% 1.23% $1.3M 2026-11-04 $352.11
2026 Q2 INITIATED — — — 3,799 — — 0.06% $9K 2026-08-10 $358.00

FAQ About LANGLEY WEALTH MANAGEMENT, 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 LANGLEY WEALTH MANAGEMENT, LLC reported owning JPM?

LANGLEY WEALTH MANAGEMENT, LLC reported JPM across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported JPM position in LANGLEY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JPM was 1.23% in 2026 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q3, when LANGLEY WEALTH MANAGEMENT, LLC reported 3,790 shares, equal to 1.23% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JPM ownership page compare?

The chart compares LANGLEY WEALTH MANAGEMENT, 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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