JPM — J. P. MORGAN & CO COM

Ownership history in MEYER HANDELMAN CO  ·  106 quarters on record

This page tracks every 13F SEC filing in which MEYER HANDELMAN CO reported a position in J. P. MORGAN & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.08% (2025 Q4)
Avg. % of fund
1.11%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
106
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 305,648 +3,351 +1.1% 3.08% $98.5M $320.77
2025 Q3 ADDED 302,297 +1,238 +0.4% 3.02% $95.4M $312.49
2025 Q2 ADDED 301,059 +1,515 +0.5% 2.88% $87.3M $285.83
2025 Q1 ADDED 299,544 +1,043 +0.3% 2.56% $73.5M $240.37
102 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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