ABOUND FINANCIAL, LLC JIG — JPMORGAN

Ownership history in ABOUND FINANCIAL, LLC  ·  5 quarters on record

AI Ownership Summary

ABOUND FINANCIAL, LLC reported JPMORGAN (JIG) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2024 Q4. The latest visible filing shows JIG at 0.80% 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 ABOUND FINANCIAL, 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
2026 Q1

JIG was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

JIG stock page ABOUND FINANCIAL, LLC fund profile ABOUND FINANCIAL, LLC full holdings
How ABOUND FINANCIAL, LLC held JIG — position size vs. price
% of Fund (quarterly)    JIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,713 -1,934 -7.3% 0.80% $1.8M 2026-05-04 $80.80
2025 Q3 REDUCED — — — 26,647 -1,145 -4.1% 0.80% $2.0M 2025-11-04 $73.93
2025 Q2 REDUCED — — — 27,792 -261 -0.9% 0.87% $2.0M 2025-08-14 $70.65
2025 Q1 REDUCED 8.3% +12.8% ❌ 28,053 -2,547 -8.3% 0.90% $1.8M 2025-04-30 $63.60
2024 Q4 INITIATED — — — 30,600 — — 0.97% $1.9M 2025-02-04 $63.29

🏢 Other funds also holding JIG

As of 2026 Q1 — sorted by position size

FIDELITY D & D BANCORP INC 2.86% Key FInancial Inc 3Y 1.35% Prism Advisors, Inc. 3Y 7Y 1.13% FIRST AMERICAN TRUST, FSB 3Y 7Y 0.94% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.59% Cornerstone Wealth Management, LLC 3Y 7Y 0.43% SAXON INTERESTS, INC. 3Y 0.39% Dominguez Wealth Management Solutions, Inc. 3Y 0.32% Elevation Wealth Management LLC 0.23% Vestmark Advisory Solutions, Inc. 3Y 7Y 0.18%

FAQ About ABOUND FINANCIAL, 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 ABOUND FINANCIAL, LLC reported owning JIG?

ABOUND FINANCIAL, LLC reported JIG across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for JIG was 0.97% in 2024 Q4.

What is the latest reported JIG position on this page?

The most recent filing on this page is 2026 Q1, when ABOUND FINANCIAL, LLC reported 24,713 shares, equal to 0.80% of portfolio, with an estimated market value of $1.8M.

What does the chart on this JIG ownership page compare?

The chart compares ABOUND FINANCIAL, 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.

How well did ABOUND FINANCIAL, LLC time their JIG position?

Based on 13F filing dates vs. subsequent JIG price moves, ABOUND FINANCIAL, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on JIG relative to SPY over the holding period was +12.3%.

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