JPM JPMORGAN CHASE & CO

Ownership history in Moors & Cabot, Inc.  ·  48 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported JPMORGAN CHASE & CO (JPM) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.77% in 2025 Q4. The latest visible filing shows JPM at 1.77% 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 Moors & Cabot, 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 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 Moors & Cabot, Inc. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 128,639 +3,233 +2.6% 1.77% $41.5M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 125,406 -1,216 -1.0% 1.73% $39.6M 2025-11-14 $302.25
2025 Q2 REDUCED 126,622 -958 -0.8% 1.71% $36.7M 2025-08-06 $288.64
2025 Q1 REDUCED 127,580 -6,045 -4.5% 1.59% $31.3M 2025-05-08 $249.91
2024 Q4 ADDED 133,625 +33 +0.0% 1.52% $32.0M 2025-02-07 $270.26
2024 Q3 REDUCED 133,592 -686 -0.5% 1.40% $28.2M 2024-11-08 $231.03
2024 Q2 REDUCED 134,278 -1,027 -0.8% 1.45% $27.2M 2024-08-09 $199.41
2024 Q1 ADDED 135,305 +2,903 +2.2% 1.47% $27.1M 2024-05-08 $188.53
2023 Q4 REDUCED 132,402 -641 -0.5% 1.40% $22.5M 2024-02-14 $168.64
2023 Q3 ADDED 133,043 +3,270 +2.5% 1.31% $19.3M 2023-11-08 $137.79
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moors & Cabot, 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 Moors & Cabot, Inc. reported owning JPM?

Moors & Cabot, Inc. reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for JPM was 1.77% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Moors & Cabot, Inc. reported 128,639 shares, equal to 1.77% of portfolio, with an estimated market value of $41.5M.

What does the chart on this JPM ownership page compare?

The chart compares Moors & Cabot, 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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