JPM — JPMORGAN CHASE & CO

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported JPMORGAN CHASE & CO (JPM) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.71% in 2025 Q2. The latest visible filing shows JPM at 1.44% 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 MITCHELL MCLEOD PUGH & WILLIAMS INC'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 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2025 Q2

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.

JPM stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31,231 -523 -1.6% 1.44% $10.1M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 31,754 +66 +0.2% 1.56% $9.7M 2025-10-30 $306.48
2025 Q2 ADDED 31,688 +63 +0.2% 1.71% $9.2M 2025-07-28 $294.00
2025 Q1 REDUCED 31,625 -78 -0.2% 1.60% $7.8M 2025-05-01 $242.18
2024 Q4 REDUCED 31,703 -1,398 -4.2% 1.59% $7.6M 2025-01-16 $247.89
2024 Q3 REDUCED 33,101 -268 -0.8% 1.46% $7.0M 2024-11-04 $213.17
2024 Q2 ADDED 33,369 +25 +0.1% 1.54% $6.7M 2024-07-31 $205.14
2024 Q1 REDUCED 33,344 -18 -0.1% 1.61% $6.7M 2024-05-01 $183.93
2023 Q4 ADDED 33,362 +104 +0.3% 1.50% $5.7M 2024-02-05 $166.32
36 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

ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4.34% Crescent Sterling, Ltd. 3Y 4.26% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.95% Employees Provident Fund Board 3.61% Agate Pass Investment Management, LLC 3Y 3.05% Somerset Trust Co 3Y 7Y 2.97% FARMERS TRUST CO 3Y 7Y 2.85% NEVILLE RODIE & SHAW INC 3Y 7Y 2.79% Martin Capital Partners, LLC 3Y 7Y 2.56% InvesTrust 2.5%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and JPM

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

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning JPM?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for JPM was 1.71% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 31,231 shares, equal to 1.44% of portfolio, with an estimated market value of $10.1M.

What does the chart on this JPM ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC'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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