Ownership history in Advisory Services Network, LLC · 48 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC 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 | REDUCED | 171,900 | -1,987 | -1.1% | 0.78% | $55.4M | $320.77 |
| 2025 Q3 | REDUCED | 173,887 | -2,281 | -1.3% | 0.80% | $54.8M | $312.49 |
| 2025 Q2 | ADDED | 176,168 | +15,625 | +9.7% | 0.84% | $52.2M | $285.83 |
| 2025 Q1 | REDUCED | 160,543 | -3,099 | -1.9% | 0.76% | $39.4M | $240.37 |
| 2024 Q4 | ADDED | 163,642 | +12,165 | +8.0% | 0.73% | $39.2M | $233.69 |
| 2024 Q3 | UNCHANGED | 151,477 | — | 0% | 0.63% | $30.6M | $204.31 |
| 2024 Q2 | ADDED | 151,477 | +5,342 | +3.7% | 0.63% | $30.6M | $194.90 |
| 2024 Q1 | ADDED | 146,135 | +22,875 | +18.6% | 0.65% | $29.3M | $191.89 |
| 2023 Q4 | REDUCED | 123,260 | -2,341 | -1.9% | 0.51% | $21.0M | $161.96 |
| 2023 Q3 | ADDED | 125,601 | +9,785 | +8.4% | 0.49% | $18.2M | $137.07 |
As of 2025 Q4 — sorted by position size