JPM J P MORGAN CHASE & CO COM COM

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  ·  45 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported J P MORGAN CHASE & CO COM COM (JPM) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.43% in 2025 Q4. The latest visible filing shows JPM at 2.43% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in J P MORGAN CHASE & CO COM 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 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,308 +42,785 +94.0% 2.43% $28.5M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 45,523 -645 -1.4% 2.09% $14.4M 2025-10-29 $304.14
2025 Q2 REDUCED 46,168 -381 -0.8% 2.34% $13.4M 2025-07-29 $294.28
2025 Q1 REDUCED 46,549 -1,434 -3.0% 2.12% $11.4M 2025-04-16 $226.38
2024 Q3 ADDED 47,983 +2,297 +5.0% 1.74% $10.1M 2024-10-24 $219.33
2024 Q2 REDUCED 45,686 -4,550 -9.1% 1.92% $9.2M 2024-07-19 $203.26
2024 Q1 REDUCED 50,236 -665 -1.3% 2.08% $10.1M 2024-05-03 $183.57
2023 Q4 REDUCED 50,901 -213 -0.4% 1.97% $8.7M 2024-01-18 $160.39
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and JPM

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

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning JPM?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported JPM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for JPM was 2.43% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 88,308 shares, equal to 2.43% of portfolio, with an estimated market value of $28.5M.

What does the chart on this JPM ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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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