JPM — JPMORGAN CHASE & CO

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  31 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported JPMORGAN CHASE & CO (JPM) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.85% in 2025 Q2. The latest visible filing shows JPM at 3.73% 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 Steigerwald, Gordon & Koch Inc.'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
2025 Q4

JPM was reported at 3.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% in 2025 Q2

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.

JPM stock page Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. 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 120,488 -3,037 -2.5% 3.73% $38.8M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 123,525 -2,496 -2.0% 3.74% $39.0M 2025-10-23 $293.22
2025 Q2 REDUCED 126,021 -804 -0.6% 3.85% $36.5M 2025-07-14 $286.01
2025 Q1 REDUCED 126,825 -2,970 -2.3% 3.47% $31.1M 2025-04-10 $223.92
2024 Q4 REDUCED 129,795 -3,216 -2.4% 3.52% $31.1M 2025-01-16 $249.16
2024 Q3 ADDED 133,011 +1,777 +1.4% 3.06% $28.0M 2024-10-09 $208.06
2024 Q2 ADDED 131,234 +1,042 +0.8% 3.21% $26.5M 2024-08-07 $194.17
2024 Q1 ADDED 130,192 +290 +0.2% 3.24% $26.1M 2024-04-16 $174.22
2023 Q4 ADDED 129,902 +699 +0.5% 2.99% $22.1M 2024-01-16 $160.94
22 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

Employees Provident Fund Board 3.61% Somerset Trust Co 3Y 7Y 2.97% NEVILLE RODIE & SHAW INC 3Y 7Y 2.79% WASHINGTON TRUST Co 3Y 7Y 2.31% Karras Company, Inc. 2.25% ADIRONDACK TRUST CO 3Y 7Y 1.99% Adelphi Trust Co 1.78% First Financial Bank - Trust Division 3Y 7Y 1.76% Old Port Advisors 3Y 7Y 1.71% Byrne Asset Management LLC 3Y 1.66%

FAQ About Steigerwald, Gordon & Koch 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 Steigerwald, Gordon & Koch Inc. reported owning JPM?

Steigerwald, Gordon & Koch Inc. reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for JPM was 3.85% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 120,488 shares, equal to 3.73% of portfolio, with an estimated market value of $38.8M.

What does the chart on this JPM ownership page compare?

The chart compares Steigerwald, Gordon & Koch 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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