NAPLES GLOBAL ADVISORS, LLC JPM — Jpmorgan Chase & Co

Ownership history in NAPLES GLOBAL ADVISORS, LLC  ·  48 quarters on record

AI Ownership Summary

NAPLES GLOBAL ADVISORS, LLC reported Jpmorgan Chase & Co (JPM) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.69% in 2025 Q3. The latest visible filing shows JPM at 1.04% 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 NAPLES GLOBAL ADVISORS, LLC'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
2026 Q1

JPM was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% 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 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 NAPLES GLOBAL ADVISORS, LLC fund profile NAPLES GLOBAL ADVISORS, LLC full holdings
How NAPLES GLOBAL ADVISORS, 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 REDUCED — — — 48,477 -19,761 -29.0% 1.04% $14.3M 2026-04-20 $316.99
2025 Q4 REDUCED — — — 68,238 -682 -1.0% 1.64% $22.0M 2026-02-04 $315.65
2025 Q3 ADDED — — — 68,920 +1,970 +2.9% 1.69% $21.7M 2025-10-30 $306.48
2025 Q2 ADDED — — — 66,950 +1,066 +1.6% 1.67% $19.4M 2025-07-18 $287.09
2025 Q1 REDUCED — — — 65,884 -791 -1.2% 1.54% $16.2M 2025-04-10 $222.78
2024 Q4 REDUCED — — — 66,675 -440 -0.7% 1.49% $16.0M 2025-01-29 $259.89
2024 Q3 ADDED — — — 67,115 +11 +0.0% 1.32% $14.2M 2024-10-24 $218.21
2024 Q2 REDUCED — — — 67,104 -483 -0.7% 1.36% $13.6M 2024-07-18 $202.42
2024 Q1 REDUCED — — — 67,587 -184 -0.3% 1.39% $13.5M 2024-04-29 $185.30
2023 Q4 REDUCED — — — 67,771 -366 -0.5% 1.27% $11.5M 2024-01-11 $162.32
38 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

Courant Investment Management LLC 3Y 7Y 20.31% Paralel Advisors LLC 3Y 12.57% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Delta Accumulation, LLC 3Y 8.73% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% Delta Accumulation, LLC 3Y 8.18% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 7.86%

FAQ About NAPLES GLOBAL ADVISORS, 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 NAPLES GLOBAL ADVISORS, LLC reported owning JPM?

NAPLES GLOBAL ADVISORS, LLC reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in NAPLES GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for JPM was 1.69% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when NAPLES GLOBAL ADVISORS, LLC reported 48,477 shares, equal to 1.04% of portfolio, with an estimated market value of $14.3M.

What does the chart on this JPM ownership page compare?

The chart compares NAPLES GLOBAL ADVISORS, 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 NAPLES GLOBAL ADVISORS, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, NAPLES GLOBAL ADVISORS, LLC correctly timed 24 out of 45 reported position changes (53%).

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