JPM JPMORGAN CHASE

Ownership history in Notis-McConarty Edward  ·  48 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported JPMORGAN CHASE (JPM) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.45% in 2025 Q4. The latest visible filing shows JPM at 1.45% 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 Notis-McConarty Edward's position in JPMORGAN CHASE, 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 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% 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 Notis-McConarty Edward 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 UNCHANGED 9,718 0% 1.45% $3.1M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 9,718 -125 -1.3% 1.43% $3.1M 2025-11-10 $315.47
2025 Q2 REDUCED 9,843 -110 -1.1% 1.39% $2.9M 2025-07-23 $294.00
2025 Q1 REDUCED 9,953 -25 -0.3% 1.26% $2.4M 2025-05-06 $245.75
2024 Q4 REDUCED 9,978 -520 -5.0% 1.16% $2.4M 2025-02-13 $270.77
2024 Q3 REDUCED 10,498 -459 -4.2% 1.00% $2.2M 2024-11-12 $233.54
2024 Q2 REDUCED 10,957 -810 -6.9% 0.87% $2.2M 2024-08-12 $199.78
2024 Q1 REDUCED 11,767 -1,050 -8.2% 0.93% $2.4M 2024-04-29 $186.24
2023 Q4 REDUCED 12,817 -1,250 -8.9% 0.87% $2.2M 2024-02-14 $168.64
2023 Q3 REDUCED 14,067 -130 -0.9% 0.83% $2.0M 2023-11-14 $141.34
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and JPM

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

How long has Notis-McConarty Edward reported owning JPM?

Notis-McConarty Edward reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for JPM was 1.45% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 9,718 shares, equal to 1.45% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JPM ownership page compare?

The chart compares Notis-McConarty Edward'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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