S&CO INC JPM — D MORGAN J P & CO INC COM

Ownership history in S&CO INC  ·  104 quarters on record

AI Ownership Summary

S&CO INC reported D MORGAN J P & CO INC COM (JPM) in 104 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q4. The latest visible filing shows JPM at 0.44% 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 S&CO INC's position in D MORGAN J P & CO INC 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
2026 Q1

JPM was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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.

JPM stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 Q1 UNCHANGED — — — 23,935 — 0% 0.44% $7K 2026-05-07 $306.27
2025 Q4 REDUCED — — — 23,935 -60 -0.3% 0.48% $7.7M 2026-02-05 $308.58
2025 Q3 REDUCED — — — 23,995 -323 -1.3% 0.46% $7.6M 2025-11-06 $310.42
2025 Q2 REDUCED — — — 24,318 -112 -0.5% 0.45% $7.0M 2025-08-07 $282.82
2025 Q1 REDUCED — — — 24,430 -300 -1.2% 0.40% $6.0M 2025-05-08 $248.63
2024 Q4 REDUCED — — — 24,730 -10 -0.0% 0.40% $5.9M 2025-02-07 $268.88
2024 Q3 REDUCED — — — 24,740 -259 -1.0% 0.34% $5.2M 2024-11-07 $229.27
2024 Q2 UNCHANGED — — — 24,999 — 0% 0.35% $5.1M 2024-08-08 $196.71
2024 Q1 UNCHANGED — — — 24,999 — 0% 0.35% $5.0M 2024-05-09 $189.34
2023 Q4 UNCHANGED — — — 24,999 — 0% 0.33% $4.3M 2024-02-12 $167.55
94 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

Courant Investment Management LLC 3Y 7Y 20.31% Paralel Advisors LLC 3Y 12.57% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42%

FAQ About S&CO INC and JPM

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

How long has S&CO INC reported owning JPM?

S&CO INC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in S&CO INC's portfolio?

The largest reported portfolio weight for JPM was 0.48% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 23,935 shares, equal to 0.44% of portfolio, with an estimated market value of $7K.

What does the chart on this JPM ownership page compare?

The chart compares S&CO INC'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 S&CO INC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, S&CO INC correctly timed 24 out of 51 reported position changes (47%). The annualised alpha on JPM relative to SPY over the holding period was +1.9%.

← Back to S&CO INC Holdings