Moran Wealth Management, LLC JPM — JPMORGAN CHASE & CO

Ownership history in Moran Wealth Management, LLC  ·  14 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported JPMORGAN CHASE & CO (JPM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.78% in 2024 Q4. The latest visible filing shows JPM at 0.78% 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 Moran Wealth Management, LLC'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
2026 Q1

JPM was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 Q4

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 2026 Q1

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 Moran Wealth Management, LLC fund profile Moran Wealth Management, LLC full holdings
How Moran Wealth Management, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 86,785 -2,422 -2.7% 0.78% $25.5M 2026-04-27 $311.63
2025 Q4 ADDED — — — 89,207 +74 +0.1% 0.88% $28.7M 2026-01-26 $299.51
2025 Q3 REDUCED 13.7% +3.1% ❌ 89,133 -14,164 -13.7% 0.85% $28.1M 2025-10-23 $291.72
2025 Q2 REDUCED 28.3% +9.4% ❌ 103,297 -40,679 -28.3% 0.92% $29.9M 2025-07-28 $294.00
2025 Q1 REDUCED 38.2% +18.9% ❌ 143,976 -88,869 -38.2% 1.19% $35.3M 2025-04-23 $236.28
2024 Q4 REDUCED — — — 232,845 -417 -0.2% 1.78% $55.8M 2025-02-07 $268.88
2024 Q3 REDUCED — — — 233,262 -480 -0.2% 1.51% $49.2M 2024-11-08 $229.85
2024 Q2 ADDED — — — 233,742 +4,602 +2.0% 1.56% $47.3M 2024-08-13 $200.45
2024 Q1 ADDED — — — 229,140 +36,068 +18.7% 1.49% $45.9M 2024-05-15 $193.76
2023 Q4 ADDED — — — 193,072 +47,604 +32.7% 1.17% $32.8M 2024-02-08 $166.61
4 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

S&G Foundation 40.87% Guidance Point Advisors, LLC 3Y 7Y 27.94% Courant Investment Management LLC 3Y 7Y 20.31% FreeGulliver LLC 19.81% Paralel Advisors LLC 3Y 12.57% Unisphere Establishment 11.88% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% AXIOM INVESTORS LLC /DE 3Y 7Y 9.35% DKRT Investments Corp. 9.32%

FAQ About Moran Wealth Management, 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 Moran Wealth Management, LLC reported owning JPM?

Moran Wealth Management, LLC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JPM was 1.78% in 2024 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Moran Wealth Management, LLC reported 86,785 shares, equal to 0.78% of portfolio, with an estimated market value of $25.5M.

What does the chart on this JPM ownership page compare?

The chart compares Moran Wealth Management, 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 Moran Wealth Management, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Moran Wealth Management, LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on JPM relative to SPY over the holding period was +8.7%.

← Back to Moran Wealth Management, LLC Holdings