von Borstel & Associates, Inc. JPM — JPMORGAN CHASE and CO. COM

Ownership history in von Borstel & Associates, Inc.  ·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported JPMORGAN CHASE and CO. COM (JPM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.43% in 2024 Q3. The latest visible filing shows JPM at 0.28% 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 JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in JPMORGAN CHASE and CO. 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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 von Borstel & Associates, Inc. fund profile von Borstel & Associates, Inc. full holdings
How von Borstel & Associates, Inc. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54.9% -8.3% ✅ 3,666 -4,464 -54.9% 0.28% $1.2M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED — — — 8,130 +4,464 +121.8% 0.39% $2.6M 2025-11-14 $300.71
2025 Q2 ADDED — — — 3,666 +33 +0.9% 0.28% $1.1M 2025-08-11 $285.40
2025 Q1 REDUCED — — — 3,633 -33 -0.9% 0.27% $891K 2025-04-29 $239.95
2024 Q4 ADDED — — — 3,666 +33 +0.9% 0.34% $878K 2025-02-11 $268.09
2024 Q3 INITIATED — — — 3,633 — — 0.43% $766K 2024-10-15 $215.70

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% HOERTKORN RICHARD CHARLES 3Y 7Y 6.96%

FAQ About von Borstel & Associates, 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 von Borstel & Associates, Inc. reported owning JPM?

von Borstel & Associates, Inc. reported JPM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported JPM position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for JPM was 0.43% in 2024 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 3,666 shares, equal to 0.28% of portfolio, with an estimated market value of $1.2M.

What does the chart on this JPM ownership page compare?

The chart compares von Borstel & Associates, 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.

How well did von Borstel & Associates, Inc. time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, von Borstel & Associates, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JPM relative to SPY over the holding period was +12.4%.

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