JPM — JPMORGAN CHASE & CO COM Com

Ownership history in WATERS PARKERSON & CO., LLC  ·  53 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported JPMORGAN CHASE & CO COM Com (JPM) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.42% in 2025 Q4. The latest visible filing shows JPM at 5.42% 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 WATERS PARKERSON & CO., LLC's position in JPMORGAN 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 5.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.42% 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.

JPM stock page WATERS PARKERSON & CO., LLC fund profile WATERS PARKERSON & CO., LLC full holdings
How WATERS PARKERSON & CO., LLC 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 342,506 -4,980 -1.4% 5.42% $110.4M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 347,486 -3,835 -1.1% 5.34% $109.6M 2025-10-28 $302.44
2025 Q2 REDUCED 351,321 -3,883 -1.1% 5.08% $101.9M 2025-08-14 $289.94
2025 Q1 REDUCED 355,204 -3,711 -1.0% 4.65% $87.1M 2025-05-15 $262.39
2024 Q4 REDUCED 358,915 -1,935 -0.5% 4.53% $86.0M 2025-02-14 $269.65
2024 Q3 REDUCED 360,850 -5,310 -1.5% 3.86% $76.1M 2024-11-13 $233.90
2024 Q2 REDUCED 366,160 -7,527 -2.0% 3.94% $74.1M 2024-08-13 $200.45
2024 Q1 REDUCED 373,687 -7,502 -2.0% 3.84% $74.8M 2024-05-14 $193.19
2023 Q4 REDUCED 381,189 -7,687 -2.0% 3.59% $64.8M 2024-02-14 $167.78
44 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

Constitution Capital LLC 3Y 5.94% JCIC Asset Management Inc. 3Y 7Y 5.78% WealthBridge Investment Counsel Inc. 3Y 5.23% Werlinich Asset Management, LLC 5.03% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 4.83% Stolper Co 3Y 4.59% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4.34% Crescent Sterling, Ltd. 3Y 4.26% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.95% Piscataqua Savings Bank 3Y 3.82%

FAQ About WATERS PARKERSON & CO., LLC and JPM

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

How long has WATERS PARKERSON & CO., LLC reported owning JPM?

WATERS PARKERSON & CO., LLC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for JPM was 5.42% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 342,506 shares, equal to 5.42% of portfolio, with an estimated market value of $110.4M.

What does the chart on this JPM ownership page compare?

The chart compares WATERS PARKERSON & CO., LLC'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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