JPM JPMORGAN CHASE & CO

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported JPMORGAN CHASE & CO (JPM) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.59% in 2025 Q4. The latest visible filing shows JPM at 1.54% 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 ROWLANDMILLER & PARTNERS.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
2026 Q1

JPM was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% 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.

How ROWLANDMILLER & PARTNERS.ADV 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)
2026 Q1 ADDED 25,807 +214 +0.8% 1.54% $8K 2026-05-15 (Est.) $294.60
2025 Q4 ADDED 25,593 +172 +0.7% 1.59% $8.2M 2026-02-12 $302.64
2025 Q3 ADDED 25,421 +305 +1.2% 1.58% $8.0M 2025-10-01 $307.82
2025 Q2 ADDED 25,116 +15 +0.1% 1.50% $7.3M 2025-07-01 $286.33
2025 Q1 ADDED 25,101 +351 +1.4% 1.30% $6.2M 2025-04-15 $229.85
2024 Q4 REDUCED 24,750 -163 -0.7% 1.24% $5.9M 2025-02-04 $262.56
2024 Q3 ADDED 24,913 +180 +0.7% 1.07% $5.3M 2024-10-23 $217.80
2024 Q2 REDUCED 24,733 -1,230 -4.7% 1.09% $5.0M 2024-07-29 $204.30
2024 Q1 ADDED 25,963 +330 +1.3% 1.10% $5.2M 2024-04-08 $191.25
2023 Q4 ADDED 25,633 +300 +1.2% 1.00% $4.4M 2024-01-03 $163.13
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.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 ROWLANDMILLER & PARTNERS.ADV reported owning JPM?

ROWLANDMILLER & PARTNERS.ADV reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for JPM was 1.59% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 25,807 shares, equal to 1.54% of portfolio, with an estimated market value of $8K.

What does the chart on this JPM ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.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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