JPM — JPMORGAN CHASE & CO

Ownership history in Aberdeen Group plc  ·  34 quarters on record

This page tracks every 13F SEC filing in which Aberdeen Group plc reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.21% (2017 Q3)
Avg. % of fund
0.72%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,312,440 +4,665 +0.2% 1.15% $745.1M $320.77
2025 Q3 REDUCED 2,307,775 -123,793 -5.1% 1.14% $721.9M $312.49
2025 Q2 ADDED 2,431,568 +87,085 +3.7% 1.21% $709.9M $285.83
2025 Q1 ADDED 2,344,483 +318,986 +15.7% 1.11% $568.2M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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