JPM J.P. MORGAN COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  95 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported J.P. MORGAN COM (JPM) in 95 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.69% in 2025 Q3. The latest visible filing shows JPM at 1.61% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in J.P. MORGAN 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 Q1

JPM was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q3

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 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 57,873 +1,937 +3.5% 1.61% $17.0M 2026-05-15 (Est.) $315.43
2025 Q4 ADDED 55,936 +182 +0.3% 1.67% $18.0M 2026-01-12 $322.84
2025 Q3 ADDED 55,754 +398 +0.7% 1.69% $17.6M 2025-10-09 $302.61
2025 Q2 ADDED 55,356 +2,003 +3.8% 1.66% $16.0M 2025-07-02 $286.43
2025 Q1 ADDED 53,353 +40,769 +324.0% 1.46% $13.1M 2025-04-08 $212.73
2024 Q4 ADDED 12,584 +24 +0.2% 0.32% $3.0M 2025-01-10 $233.85
2024 Q3 UNCHANGED 12,560 0% 0.29% $2.5M 2024-10-03 $197.84
2024 Q2 REDUCED 12,560 -533 -4.1% 0.29% $2.5M 2024-07-16 $205.93
2024 Q1 ADDED 13,093 +13 +0.1% 0.31% $2.6M 2024-04-15 $175.33
2023 Q4 ADDED 13,080 +3,684 +39.2% 0.28% $2.2M 2024-01-12 $161.13
85 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and JPM

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning JPM?

LVM CAPITAL MANAGEMENT LTD/MI reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for JPM was 1.69% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 57,873 shares, equal to 1.61% of portfolio, with an estimated market value of $17.0M.

What does the chart on this JPM ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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