JPM JP Morgan Chase COM

Ownership history in ST GERMAIN D J CO INC  ·  64 quarters on record

AI Ownership Summary

ST GERMAIN D J CO INC reported JP Morgan Chase COM (JPM) in 64 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.4% in 2025 Q3. The latest visible filing shows JPM at 2.14% 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 ST GERMAIN D J CO INC's position in JP Morgan Chase 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 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2025 Q3

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 ST GERMAIN D J CO INC 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 REDUCED 184,189 -4,452 -2.4% 2.14% $54.2M 2026-04-13 $313.68
2025 Q4 REDUCED 188,641 -1,638 -0.9% 2.36% $60.8M 2026-01-29 $304.86
2025 Q3 REDUCED 190,279 -1,597 -0.8% 2.40% $60.0M 2025-10-07 $304.75
2025 Q2 ADDED 191,876 +8,026 +4.4% 2.40% $55.6M 2025-07-16 $281.72
2025 Q1 REDUCED 183,850 -8,594 -4.5% 2.12% $45.1M 2025-04-09 $229.87
2024 Q4 ADDED 192,444 +1,282 +0.7% 2.10% $46.1M 2025-01-10 $233.85
2024 Q3 REDUCED 191,162 -2,374 -1.2% 1.85% $40.3M 2024-10-18 $218.59
2024 Q2 REDUCED 193,536 -8,380 -4.2% 1.89% $39.1M 2024-07-08 $197.78
2024 Q1 REDUCED 201,916 -3,015 -1.5% 1.98% $40.4M 2024-04-02 $189.54
2023 Q4 ADDED 204,931 +2,339 +1.2% 1.82% $34.9M 2024-01-02 $163.01
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ST GERMAIN D J 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 ST GERMAIN D J CO INC reported owning JPM?

ST GERMAIN D J CO INC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in ST GERMAIN D J CO INC's portfolio?

The largest reported portfolio weight for JPM was 2.40% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when ST GERMAIN D J CO INC reported 184,189 shares, equal to 2.14% of portfolio, with an estimated market value of $54.2M.

What does the chart on this JPM ownership page compare?

The chart compares ST GERMAIN D J 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.

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