SHUTTLEWORTH & Co JPM β€” JPMORGAN CHASE & CO.

Ownership history in SHUTTLEWORTH & Co  Β·  3 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported JPMORGAN CHASE & CO. (JPM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.08% in 2025 Q4. The latest visible filing shows JPM at 2.81% 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 JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUTTLEWORTH & 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
2026 Q1

JPM was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% 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 Q3 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.

How SHUTTLEWORTH & Co held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 10,561 +111 +1.1% 2.81% $3.1M 2026-05-20 $301.98
2025 Q4 REDUCED β€” β€” β€” 10,450 -148 -1.4% 3.08% $3.4M 2026-02-13 $301.01
2025 Q3 INITIATED β€” β€” β€” 10,598 β€” β€” 3.03% $3.3M 2025-11-17 $297.50

FAQ About SHUTTLEWORTH & 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 SHUTTLEWORTH & Co reported owning JPM?

SHUTTLEWORTH & Co reported JPM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported JPM position in SHUTTLEWORTH & Co's portfolio?

The largest reported portfolio weight for JPM was 3.08% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when SHUTTLEWORTH & Co reported 10,561 shares, equal to 2.81% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JPM ownership page compare?

The chart compares SHUTTLEWORTH & 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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