PRICE T ROWE ASSOCIATES INC /MD/ JPM JP MORGAN & CO. INC. COMM STK

Ownership history in PRICE T ROWE ASSOCIATES INC /MD/  ·  120 quarters on record

AI Ownership Summary

PRICE T ROWE ASSOCIATES INC /MD/ reported JP MORGAN & CO. INC. COMM STK (JPM) in 120 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.98% in 2025 Q3. The latest visible filing shows JPM at 0.91% 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 PRICE T ROWE ASSOCIATES INC /MD/'s position in JP MORGAN & CO. INC. COMM STK, 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 Q2

JPM was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 PRICE T ROWE ASSOCIATES INC /MD/ 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 Q2 ADDED 27,686,080 +198,757 +0.7% 0.91% $9.1M 2026-08-14 $362.84
2026 Q1 REDUCED 27,487,323 -455,026 -1.6% 0.93% $8.1M 2026-05-15 $296.47
2025 Q4 REDUCED 27,942,349 -1,075,522 -3.7% 0.97% $9.0M 2026-02-17 $304.20
2025 Q3 ADDED 29,017,871 +290,020 +1.0% 0.98% $9.2M 2025-11-14 $299.36
2025 Q2 REDUCED 28,727,851 -179,464 -0.6% 0.94% $8.3M 2025-08-14 $288.64
2025 Q1 REDUCED 28,907,315 -786,629 -2.6% 0.87% $7.1M 2025-05-14 $259.40
2024 Q4 REDUCED 29,693,944 -407,825 -1.4% 0.82% $7.1M 2025-02-14 $268.44
2024 Q3 REDUCED 30,101,769 -858,099 -2.8% 0.73% $6.3M 2024-11-14 $233.54
2024 Q2 REDUCED 30,959,868 -524,201 -1.7% 0.75% $6.3M 2024-08-14 $201.76
2024 Q1 REDUCED 31,484,069 -619,030 -1.9% 0.77% $6.3M 2024-05-15 $192.89
110 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PRICE T ROWE ASSOCIATES INC /MD/ and JPM

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

How long has PRICE T ROWE ASSOCIATES INC /MD/ reported owning JPM?

PRICE T ROWE ASSOCIATES INC /MD/ reported JPM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPM position in PRICE T ROWE ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for JPM was 0.98% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when PRICE T ROWE ASSOCIATES INC /MD/ reported 27,686,080 shares, equal to 0.91% of portfolio, with an estimated market value of $9.1M.

What does the chart on this JPM ownership page compare?

The chart compares PRICE T ROWE ASSOCIATES INC /MD/'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 PRICE T ROWE ASSOCIATES INC /MD/ time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, PRICE T ROWE ASSOCIATES INC /MD/ correctly timed 67 out of 118 reported position changes (57%). The annualised alpha on JPM relative to SPY over the holding period was +1.8%.

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