WINMILL & CO. INC JPM D J.p. Morgan & Company Common Stock

Ownership history in WINMILL & CO. INC  ·  27 quarters on record

AI Ownership Summary

WINMILL & CO. INC reported D J.p. Morgan & Company Common Stock (JPM) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.58% in 2025 Q4. The latest visible filing shows JPM at 0.58% 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 WINMILL & CO. INC's position in D J.p. Morgan & Company Common Stock, 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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% 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.

How WINMILL & CO. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,800 0% 0.58% $2.2M 2026-02-14 (Est.) $301.01
2025 Q3 UNCHANGED 6,800 0% 0.52% $2.1M 2025-11-13 $306.52
2025 Q2 UNCHANGED 6,800 0% 0.55% $2.0M 2025-08-01 $285.22
2025 Q1 UNCHANGED 6,800 0% 0.51% $1.7M 2025-05-14 $260.57
2024 Q4 UNCHANGED 6,800 0% 0.53% $1.6M 2025-02-13 $269.39
2024 Q3 UNCHANGED 6,800 0% 0.48% $1.4M 2024-11-13 $233.90
2024 Q2 UNCHANGED 6,800 0% 0.47% $1.4M 2024-08-13 $200.45
2024 Q1 UNCHANGED 6,800 0% 0.39% $1.4M 2024-05-14 $193.19
2023 Q4 UNCHANGED 6,800 0% 0.37% $1.2M 2024-02-13 $166.09
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WINMILL & 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 WINMILL & CO. INC reported owning JPM?

WINMILL & CO. INC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in WINMILL & CO. INC's portfolio?

The largest reported portfolio weight for JPM was 0.58% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when WINMILL & CO. INC reported 6,800 shares, equal to 0.58% of portfolio, with an estimated market value of $2.2M.

What does the chart on this JPM ownership page compare?

The chart compares WINMILL & 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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