JPM — JPMORGAN CHASE & CO

Ownership history in Advisor Resource Council  ·  16 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council 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
2.04% (2025 Q4)
Avg. % of fund
0.73%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,593 +14,313 +334.4% 2.04% $5.7M $320.77
2025 Q2 REDUCED 4,280 -30,823 -87.8% 0.48% $1.2M $285.83
2025 Q1 ADDED 35,103 +14,103 +67.2% 0.61% $7.6M $240.37
2024 Q3 REDUCED 21,000 -571 -2.6% 2.00% $4.4M $204.31
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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