My Personal CFO, LLC JPM — JPMORGAN CHASE & CO

Ownership history in My Personal CFO, LLC  ·  15 quarters on record

AI Ownership Summary

My Personal CFO, LLC reported JPMORGAN CHASE & CO (JPM) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows JPM at 0.36% 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 My Personal CFO, 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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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 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 My Personal CFO, LLC fund profile My Personal CFO, LLC full holdings
How My Personal CFO, 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 — — — 2,785 -75 -2.6% 0.36% $819K 2026-04-22 $313.02
2025 Q4 ADDED — — — 2,860 +1,082 +60.9% 0.38% $922K 2026-01-15 $307.69
2025 Q3 REDUCED 38.9% +3.1% ❌ 1,778 -1,132 -38.9% 0.22% $561K 2025-10-21 $294.25
2025 Q2 UNCHANGED — — — 2,910 — 0% 0.38% $844K 2025-07-22 $287.25
2025 Q1 REDUCED — — — 2,910 -46 -1.6% 0.36% $714K 2025-04-24 $239.97
2024 Q4 UNCHANGED — — — 2,956 — 0% 0.36% $709K 2025-01-24 $258.20
2024 Q3 ADDED — — — 2,956 +15 +0.5% 0.34% $623K 2024-10-21 $216.29
2024 Q2 REDUCED — — — 2,941 -77 -2.6% 0.32% $595K 2024-07-26 $204.60
2024 Q1 ADDED — — — 3,018 +19 +0.6% 0.35% $605K 2024-04-24 $185.10
2023 Q4 ADDED — — — 2,999 +116 +4.0% 0.33% $510K 2024-01-23 $161.07
5 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 My Personal CFO, 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 My Personal CFO, LLC reported owning JPM?

My Personal CFO, LLC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in My Personal CFO, LLC's portfolio?

The largest reported portfolio weight for JPM was 0.38% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when My Personal CFO, LLC reported 2,785 shares, equal to 0.36% of portfolio, with an estimated market value of $819K.

What does the chart on this JPM ownership page compare?

The chart compares My Personal CFO, 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 My Personal CFO, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, My Personal CFO, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on JPM relative to SPY over the holding period was +8.1%.

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