JPM JP MORGAN CHASE CO COM

Ownership history in REIK & CO., LLC  ·  49 quarters on record

AI Ownership Summary

REIK & CO., LLC reported JP MORGAN CHASE CO COM (JPM) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q4. The latest visible filing shows JPM at 0.85% 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 REIK & CO., LLC's position in JP MORGAN CHASE CO COM, 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 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% 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 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 REIK & CO., LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,590 0% 0.85% $3.1M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 9,590 +380 +4.1% 0.78% $3.0M 2025-11-04 $306.29
2025 Q2 ADDED 9,210 +6,478 +237.1% 0.67% $2.7M 2025-08-07 $282.82
2025 Q1 UNCHANGED 2,732 0% 0.16% $670K 2025-05-06 $244.50
2024 Q4 UNCHANGED 2,732 0% 0.16% $655K 2025-01-29 $259.89
2024 Q3 UNCHANGED 2,732 0% 0.14% $576K 2024-10-31 $215.24
2024 Q2 UNCHANGED 2,732 0% 0.14% $553K 2024-07-24 $201.08
2024 Q1 UNCHANGED 2,732 0% 0.14% $547K 2024-04-29 $185.30
2023 Q4 UNCHANGED 2,732 0% 0.13% $465K 2024-01-26 $164.21
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About REIK & CO., 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 REIK & CO., LLC reported owning JPM?

REIK & CO., LLC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in REIK & CO., LLC's portfolio?

The largest reported portfolio weight for JPM was 0.85% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when REIK & CO., LLC reported 9,590 shares, equal to 0.85% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JPM ownership page compare?

The chart compares REIK & CO., 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.

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