LAWOOD & CO JQUA — JPMORGAN

Ownership history in LAWOOD & CO  ·  3 quarters on record

AI Ownership Summary

LAWOOD & CO reported JPMORGAN (JQUA) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 7.46% in 2025 Q4. The latest visible filing shows JQUA at 5.71% 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 JQUA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAWOOD & CO'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 Q2

JQUA was reported at 5.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.46% 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
2025 Q4 to 2026 Q2

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.

JQUA stock page LAWOOD & CO fund profile LAWOOD & CO full holdings
How LAWOOD & CO held JQUA — position size vs. price
% of Fund (quarterly)    JQUA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 116,653 -3,880 -3.2% 5.71% $8.4M 2026-07-13 $72.15
2026 Q1 REDUCED — — — 120,533 -4,117 -3.3% 6.86% $7.4M 2026-04-14 $63.98
2025 Q4 INITIATED — — — 124,650 — — 7.46% $7.9M 2026-02-05 $62.54

🏢 Other funds also holding JQUA

As of 2026 Q2 — sorted by position size

LVZ, Inc. 3Y 7Y 7.46% Tenzing Financial LLC 6.1% RVW Wealth, LLC 3Y 7Y 4.53% KELLY FINANCIAL GROUP LLC 4.34% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 4.05% VALICENTI ADVISORY SERVICES INC 3Y 7Y 4.0% Breakwater Capital Group 3Y 3.85% Clarus Wealth Advisors 3Y 7Y 3.58% First Citizens Asset Management, Inc. 3Y 3.54% Waterway Wealth Management, LLC 1.67%

FAQ About LAWOOD & CO and JQUA

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

How long has LAWOOD & CO reported owning JQUA?

LAWOOD & CO reported JQUA across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JQUA position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for JQUA was 7.46% in 2025 Q4.

What is the latest reported JQUA position on this page?

The most recent filing on this page is 2026 Q2, when LAWOOD & CO reported 116,653 shares, equal to 5.71% of portfolio, with an estimated market value of $8.4M.

What does the chart on this JQUA ownership page compare?

The chart compares LAWOOD & CO's quarterly JQUA 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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