Alpha Financial Partners LLC JPM — JPMORGAN CHASE & CO COM

Ownership history in Alpha Financial Partners LLC  ·  14 quarters on record

AI Ownership Summary

Alpha Financial Partners LLC reported JPMORGAN CHASE & CO COM (JPM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.42% in 2025 Q4. The latest visible filing shows JPM at 2.15% 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 Alpha Financial Partners LLC's position in JPMORGAN CHASE & 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
2026 Q1

JPM was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% 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 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.

JPM stock page Alpha Financial Partners LLC fund profile Alpha Financial Partners LLC full holdings
How Alpha Financial Partners LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,351 +63 +0.5% 2.15% $3.6M 2026-05-13 $300.25
2025 Q4 ADDED — — — 12,288 +9,532 +345.9% 2.42% $4.0M 2026-02-10 $316.66
2025 Q3 REDUCED — — — 2,756 -14 -0.5% 0.57% $869K 2025-11-07 $311.21
2025 Q2 REDUCED — — — 2,770 -46 -1.6% 0.58% $803K 2025-07-25 $294.33
2025 Q1 REDUCED — — — 2,816 -47 -1.6% 0.55% $691K 2025-04-30 $239.95
2024 Q4 REDUCED 14.0% +2.9% ❌ 2,863 -466 -14.0% 0.54% $686K 2025-02-10 $264.24
2024 Q3 ADDED — — — 3,329 +343 +11.5% 0.50% $702K 2024-10-24 $218.21
2024 Q2 ADDED — — — 2,986 +257 +9.4% 0.52% $604K 2024-08-09 $198.39
2024 Q1 ADDED — — — 2,729 +87 +3.3% 0.50% $547K 2024-05-13 $190.52
2023 Q4 ADDED — — — 2,642 +79 +3.1% 0.44% $449K 2024-01-29 $164.63
4 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

S&G Foundation 40.87% Guidance Point Advisors, LLC 3Y 7Y 27.94% Courant Investment Management LLC 3Y 7Y 20.31% FreeGulliver LLC 19.81% Paralel Advisors LLC 3Y 12.57% Unisphere Establishment 11.88% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% AXIOM INVESTORS LLC /DE 3Y 7Y 9.35% DKRT Investments Corp. 9.32%

FAQ About Alpha Financial Partners 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 Alpha Financial Partners LLC reported owning JPM?

Alpha Financial Partners LLC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in Alpha Financial Partners LLC's portfolio?

The largest reported portfolio weight for JPM was 2.42% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Alpha Financial Partners LLC reported 12,351 shares, equal to 2.15% of portfolio, with an estimated market value of $3.6M.

What does the chart on this JPM ownership page compare?

The chart compares Alpha Financial Partners 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.

How well did Alpha Financial Partners LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Alpha Financial Partners LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on JPM relative to SPY over the holding period was +5.9%.

← Back to Alpha Financial Partners LLC Holdings