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.
| 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 |
| 2024 Q1 | REDUCED | 21,571 | -6,401 | -22.9% | 1.55% | $3.7M | $191.89 |
| 2023 Q4 | ADDED | 27,972 | +21,710 | +346.7% | 0.55% | $4.8M | $161.96 |
| 2023 Q3 | ADDED | 6,262 | +742 | +13.4% | 0.47% | $908K | $137.07 |
| 2023 Q2 | REDUCED | 5,520 | -23,474 | -81.0% | 0.36% | $803K | $136.53 |
| 2023 Q1 | ADDED | 28,994 | +23,905 | +469.7% | 0.94% | $3.7M | $121.37 |
| 2022 Q4 | ADDED | 5,089 | +464 | +10.0% | 0.33% | $682K | $123.99 |
As of 2025 Q4 — sorted by position size