JPM J.P. Morgan Chase

Ownership history in Select Asset Management & Trust  ·  29 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported J.P. Morgan Chase (JPM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.32% in 2025 Q4. The latest visible filing shows JPM at 1.32% 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 Select Asset Management & Trust's position in J.P. Morgan Chase, 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 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% 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 Select Asset Management & Trust 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 REDUCED 13,199 -63 -0.5% 1.32% $4K 2026-02-14 (Est.) $302.55
2025 Q3 UNCHANGED 13,262 0% 1.29% $4K 2025-10-30 $308.05
2025 Q2 ADDED 13,262 +2,623 +24.7% 1.32% $4K 2025-08-14 $291.42
2025 Q1 REDUCED 10,639 -41 -0.4% 1.05% $3K 2025-05-12 $256.39
2024 Q4 UNCHANGED 10,680 0% 0.99% $3K 2025-02-13 $270.77
2024 Q3 ADDED 10,680 +1,825 +20.6% 0.83% $2K 2024-11-14 $235.79
2024 Q2 REDUCED 8,855 -72 -0.8% 0.71% $2K 2024-08-12 $199.78
2024 Q1 REDUCED 8,927 -1,563 -14.9% 0.74% $2K 2024-05-14 $194.17
2023 Q4 UNCHANGED 10,490 0% 0.88% $2K 2024-02-13 $166.94
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Select Asset Management & Trust and JPM

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

How long has Select Asset Management & Trust reported owning JPM?

Select Asset Management & Trust reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for JPM was 1.32% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 13,199 shares, equal to 1.32% of portfolio, with an estimated market value of $4K.

What does the chart on this JPM ownership page compare?

The chart compares Select Asset Management & Trust'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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