JPM β€” JPMORGAN CHASE & CO

Ownership history in Mirabaud & Cie SA  Β·  7 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported JPMORGAN CHASE & CO (JPM) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.94% in 2025 Q3. The latest visible filing shows JPM at 2.75% 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.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in JPMORGAN CHASE & CO, 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 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% 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
2024 Q2 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 Mirabaud & Cie SA held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,450 -2,844 -9.7% 2.75% $8.5M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 29,294 -2,051 -6.5% 2.94% $9.2M 2025-10-16 $297.20
2025 Q2 REDUCED 31,345 -1,861 -5.6% 2.89% $9.1M 2025-07-08 $280.15
2025 Q1 ADDED 33,206 +13,840 +71.5% 2.78% $8.1M 2025-05-09 $249.52
2024 Q4 REDUCED 19,366 -880 -4.3% 1.49% $4.6M 2025-01-17 $253.95
2024 Q3 REDUCED 20,246 -2,566 -11.2% 1.24% $4.3M 2024-11-01 $217.34
2024 Q2 INITIATED 22,812 β€” β€” 1.29% $3.9M 2024-09-30 $204.31

FAQ About Mirabaud & Cie SA and JPM

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

How long has Mirabaud & Cie SA reported owning JPM?

Mirabaud & Cie SA reported JPM across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported JPM position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for JPM was 2.94% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Mirabaud & Cie SA reported 26,450 shares, equal to 2.75% of portfolio, with an estimated market value of $8.5M.

What does the chart on this JPM ownership page compare?

The chart compares Mirabaud & Cie SA'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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