LATHROP INVESTMENT MANAGEMENT CO JPM — JP MORGAN CHASE COM

Ownership history in LATHROP INVESTMENT MANAGEMENT CO  ·  36 quarters on record

AI Ownership Summary

LATHROP INVESTMENT MANAGEMENT CO reported JP MORGAN CHASE COM (JPM) in 36 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.35% in 2026 Q2. The latest visible filing shows JPM at 2.35% 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 LATHROP INVESTMENT MANAGEMENT CO's position in JP MORGAN CHASE 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
2026 Q2

JPM was reported at 2.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 LATHROP INVESTMENT MANAGEMENT CO fund profile LATHROP INVESTMENT MANAGEMENT CO full holdings
How LATHROP INVESTMENT MANAGEMENT CO 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)
2026 Q2 REDUCED — — — 40,610 -642 -1.6% 2.35% $13K 2026-08-10 $359.79
2026 Q1 ADDED — — — 41,252 +1,121 +2.8% 2.27% $12K 2026-05-12 $303.51
2025 Q4 ADDED — — — 40,131 +4 +0.0% 2.35% $12.9M 2026-02-09 $319.02
2025 Q3 ADDED — — — 40,127 +1,730 +4.5% 2.33% $12.7M 2025-11-12 $315.92
2025 Q2 ADDED — — — 38,397 +32,224 +522.0% 2.10% $11.1M 2025-08-04 $288.74
2025 Q1 ADDED — — — 6,173 +3,453 +126.9% 0.30% $1.5M 2025-05-12 $253.95
2024 Q4 ADDED — — — 2,720 +7 +0.3% 0.12% $652K 2025-02-14 $268.44
2024 Q3 ADDED — — — 2,713 +400 +17.3% 0.11% $572K 2024-11-12 $231.31
2024 Q2 REDUCED — — — 2,313 -50 -2.1% 0.09% $468K 2024-07-18 $201.51
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q3 — sorted by position size

Roxbury Financial LLC 2.17% First Financial Bank - Trust Division 3Y 7Y 1.75% DOLIVER ADVISORS, LP 3Y 7Y 1.52% Montecito Bank & Trust 3Y 7Y 1.29% Hickory Point Bank & Trust 1.25% Stonebridge Financial Group, LLC 0.94% Coastline Trust Co 3Y 7Y 0.81% Woodward Financial Advisors, Inc. 0.5% BURKETT FINANCIAL SERVICES, LLC 0.3% Noble Wealth Management PBC 0.26%

FAQ About LATHROP INVESTMENT MANAGEMENT CO and JPM

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

How long has LATHROP INVESTMENT MANAGEMENT CO reported owning JPM?

LATHROP INVESTMENT MANAGEMENT CO reported JPM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JPM position in LATHROP INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for JPM was 2.35% in 2026 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when LATHROP INVESTMENT MANAGEMENT CO reported 40,610 shares, equal to 2.35% of portfolio, with an estimated market value of $13K.

What does the chart on this JPM ownership page compare?

The chart compares LATHROP INVESTMENT MANAGEMENT CO'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 LATHROP INVESTMENT MANAGEMENT CO time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, LATHROP INVESTMENT MANAGEMENT CO correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on JPM relative to SPY over the holding period was +47.3%.

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