JPM β€” JPMORGAN CHASE & CO

Ownership history in WULFF, HANSEN & CO.  Β·  17 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported JPMORGAN CHASE & CO (JPM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.32% in 2025 Q3. The latest visible filing shows JPM at 3.27% 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 WULFF, HANSEN & CO.'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 3.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2025 Q3

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

Time in book
Holding Window
2023 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.

How WULFF, HANSEN & CO. held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,101 -130 -1.1% 3.27% $3.9M 2026-02-14 (Est.) $302.55
2025 Q3 UNCHANGED 12,231 β€” 0% 3.32% $3.9M 2025-11-07 $312.80
2025 Q2 REDUCED 12,231 -350 -2.8% 3.03% $3.5M 2025-08-12 $290.12
2025 Q1 REDUCED 12,581 -260 -2.0% 2.81% $3.1M 2025-05-14 $261.91
2024 Q4 REDUCED 12,841 -10 -0.1% 2.91% $3.1M 2025-02-11 $269.46
2024 Q3 REDUCED 12,851 -2,788,652 -99.5% 2.45% $2.7M 2024-11-12 $233.54
2024 Q2 ADDED 2,801,503 +2,787,510 +19920.7% 1.21% $13.9M 2024-08-09 $199.41
2024 Q1 REDUCED 13,993 -95 -0.7% 2.80% $2.8M 2024-05-02 $184.68
2023 Q4 ADDED 14,088 +98 +0.7% 2.66% $2.4M 2024-02-12 $168.41
2023 Q3 REDUCED 13,990 -95 -0.7% 2.37% $2.0M 2023-11-08 $137.79
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WULFF, HANSEN & CO. and JPM

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

How long has WULFF, HANSEN & CO. reported owning JPM?

WULFF, HANSEN & CO. reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for JPM was 3.32% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when WULFF, HANSEN & CO. reported 12,101 shares, equal to 3.27% of portfolio, with an estimated market value of $3.9M.

What does the chart on this JPM ownership page compare?

The chart compares WULFF, HANSEN & CO.'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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