JIG β€” JPMORGAN

Ownership history in Tidemark, LLC  Β·  9 quarters on record

AI Ownership Summary

Tidemark, LLC reported JPMORGAN (JIG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2023 Q4. The latest visible filing shows JIG at 0.13% 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.

What this JIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tidemark, LLC's position in JPMORGAN, 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

JIG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2023 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 Tidemark, LLC held JIG β€” position size vs. price
% of Fund (quarterly)    JIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,317 -110 -1.7% 0.13% $463K 2026-02-14 (Est.) $79.82
2025 Q3 UNCHANGED 6,427 β€” 0% 0.14% $484K 2025-11-03 $75.33
2025 Q2 REDUCED 6,427 -123 -1.9% 0.15% $460K 2025-08-11 $69.63
2025 Q1 REDUCED 6,550 -29 -0.4% 0.15% $415K 2025-05-09 $64.73
2024 Q4 REDUCED 6,579 -156 -2.3% 0.16% $411K 2025-02-10 $63.69
2024 Q3 REDUCED 6,735 -89 -1.3% 0.19% $454K 2024-11-07 $63.87
2024 Q2 REDUCED 6,824 -2,103 -23.6% 0.20% $438K 2024-08-12 $60.51
2024 Q1 REDUCED 8,927 -34,180 -79.3% 0.31% $562K 2024-05-13 $60.14
2023 Q4 INITIATED 43,107 β€” β€” 1.57% $2.5M 2024-02-09 $57.87

FAQ About Tidemark, LLC and JIG

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

How long has Tidemark, LLC reported owning JIG?

Tidemark, LLC reported JIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JIG position in Tidemark, LLC's portfolio?

The largest reported portfolio weight for JIG was 1.57% in 2023 Q4.

What is the latest reported JIG position on this page?

The most recent filing on this page is 2025 Q4, when Tidemark, LLC reported 6,317 shares, equal to 0.13% of portfolio, with an estimated market value of $463K.

What does the chart on this JIG ownership page compare?

The chart compares Tidemark, LLC's quarterly JIG 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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