JPM JP Morgan Chase & Co. COM

Ownership history in LORD, ABBETT & CO. LLC  ·  99 quarters on record

AI Ownership Summary

LORD, ABBETT & CO. LLC reported JP Morgan Chase & Co. COM (JPM) in 99 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q4. The latest visible filing shows JPM at 1.74% 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 LORD, ABBETT & CO. LLC's position in JP Morgan Chase & Co. 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
2025 Q4

JPM was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% 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 LORD, ABBETT & CO. 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,761,035 -26,449 -1.5% 1.74% $567.4M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 1,787,484 -6,875 -0.4% 1.68% $563.8M 2025-11-13 $306.52
2025 Q2 REDUCED 1,794,359 -1,725 -0.1% 1.67% $520.2M 2025-08-14 $289.94
2025 Q1 REDUCED 1,796,084 -192,658 -9.7% 1.57% $440.6M 2025-05-13 $257.99
2024 Q4 REDUCED 1,988,742 -116,928 -5.6% 1.51% $476.7M 2025-02-14 $269.65
2024 Q3 REDUCED 2,105,670 -318,357 -13.1% 1.45% $444.0M 2024-11-14 $234.59
2024 Q2 ADDED 2,424,027 +589,356 +32.1% 1.64% $490.3M 2024-08-14 $202.67
2024 Q1 REDUCED 1,834,671 -420,787 -18.7% 1.21% $367.5M 2024-05-09 $189.34
2023 Q4 REDUCED 2,255,458 -100,049 -4.2% 1.38% $383.7M 2024-02-12 $167.55
90 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORD, ABBETT & CO. 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 LORD, ABBETT & CO. LLC reported owning JPM?

LORD, ABBETT & CO. LLC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in LORD, ABBETT & CO. LLC's portfolio?

The largest reported portfolio weight for JPM was 1.74% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when LORD, ABBETT & CO. LLC reported 1,761,035 shares, equal to 1.74% of portfolio, with an estimated market value of $567.4M.

What does the chart on this JPM ownership page compare?

The chart compares LORD, ABBETT & CO. 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.

← Back to LORD, ABBETT & CO. LLC Holdings