MANAGED ACCOUNT ADVISORS LLC JPM — JP MORGAN CHASE & CO COM

Ownership history in MANAGED ACCOUNT ADVISORS LLC  ·  32 quarters on record

AI Ownership Summary

MANAGED ACCOUNT ADVISORS LLC reported JP MORGAN CHASE & CO COM (JPM) in 32 quarterly 13F filings .

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 MANAGED ACCOUNT ADVISORS 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
32 quarters

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 MANAGED ACCOUNT ADVISORS LLC fund profile MANAGED ACCOUNT ADVISORS LLC full holdings
How MANAGED ACCOUNT ADVISORS 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
32 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% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% 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% Pettee Investors, Inc. 3Y 7Y 7.28%

FAQ About MANAGED ACCOUNT ADVISORS 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 MANAGED ACCOUNT ADVISORS LLC reported owning JPM?

MANAGED ACCOUNT ADVISORS LLC reported JPM across 0 quarterly 13F filings.

What was the largest reported JPM position in MANAGED ACCOUNT ADVISORS LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for JPM in MANAGED ACCOUNT ADVISORS LLC.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2015 Q2, when MANAGED ACCOUNT ADVISORS LLC reported 19,018,081 shares, equal to 1.06% of portfolio, with an estimated market value of $1.29B.

What does the chart on this JPM ownership page compare?

The chart compares MANAGED ACCOUNT ADVISORS 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.

How well did MANAGED ACCOUNT ADVISORS LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, MANAGED ACCOUNT ADVISORS LLC correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on JPM relative to SPY over the holding period was +1.4%.

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