JPM — JPMORGAN CHASE & CO

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported JPMORGAN CHASE & CO (JPM) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.76% in 2025 Q2. The latest visible filing shows JPM at 4.62% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV'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
2025 Q4

JPM was reported at 4.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.76% in 2025 Q2

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.

JPM stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV 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 ADDED 110,564 +103,608 +1489.5% 4.62% $35.6M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 6,956 -114,070 -94.3% 0.69% $5.3M 2025-11-14 $302.25
2025 Q2 REDUCED 121,026 -1,657 -1.4% 4.76% $35.1M 2025-08-15 $287.79
2025 Q1 REDUCED 122,683 -1,623 -1.3% 4.23% $30.1M 2025-05-16 $263.80
2024 Q4 REDUCED 124,306 -1,004 -0.8% 4.07% $29.8M 2025-02-14 $271.03
2024 Q3 REDUCED 125,310 -1,221 -1.0% 3.56% $26.4M 2024-11-15 $239.15
2024 Q2 REDUCED 126,531 -1,805 -1.4% 3.72% $25.6M 2024-08-14 $203.71
2024 Q1 ADDED 128,336 +128,166 +75391.8% 3.76% $25.7M 2024-05-15 $194.75
2023 Q4 REDUCED 170 -137,737 -99.9% 3.45% $23.4M 2024-02-14 $168.64
19 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

Employees Provident Fund Board 3.61% Somerset Trust Co 3Y 7Y 2.97% NEVILLE RODIE & SHAW INC 3Y 7Y 2.79% ADIRONDACK TRUST CO 3Y 7Y 1.99% Adelphi Trust Co 1.78% First Financial Bank - Trust Division 3Y 7Y 1.76% Byrne Asset Management LLC 3Y 1.66% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 1.61% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 1.54% Hamrick Investment Counsel, llc 1.51%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and JPM

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning JPM?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for JPM was 4.76% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 110,564 shares, equal to 4.62% of portfolio, with an estimated market value of $35.6M.

What does the chart on this JPM ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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