Ownership history in ADVOCATE GROUP LLC · 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP 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 | 34,676 | -4,790 | -12.1% | 1.81% | $11.2M | $320.77 |
| 2025 Q3 | REDUCED | 39,466 | -1,053 | -2.6% | 2.05% | $12.4M | $312.49 |
| 2025 Q2 | REDUCED | 40,519 | -1,315 | -3.1% | 2.10% | $11.7M | $285.83 |
| 2025 Q1 | REDUCED | 41,834 | -2,257 | -5.1% | 1.87% | $10.3M | $240.37 |
| 2024 Q4 | REDUCED | 44,091 | -737 | -1.6% | 1.99% | $10.6M | $233.69 |
| 2024 Q3 | ADDED | 44,828 | +419 | +0.9% | 1.71% | $9.5M | $204.31 |
| 2024 Q2 | ADDED | 44,409 | +1,253 | +2.9% | 1.81% | $9.0M | $194.90 |
| 2024 Q1 | ADDED | 43,156 | +4,446 | +11.5% | 1.72% | $8.6M | $191.89 |
| 2023 Q4 | ADDED | 38,710 | +4,360 | +12.7% | 1.41% | $6.6M | $161.96 |
| 2023 Q3 | ADDED | 34,350 | +11,244 | +48.7% | 1.15% | $5.0M | $137.07 |
As of 2025 Q4 — sorted by position size