Ownership history in Alaethes Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, 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 | 12,940 | -38 | -0.3% | 1.17% | $4.2M | $320.77 |
| 2025 Q3 | REDUCED | 12,978 | -1,006 | -7.2% | 1.16% | $4.1M | $312.49 |
| 2025 Q2 | ADDED | 13,984 | +114 | +0.8% | 1.21% | $4.1M | $285.83 |
| 2025 Q1 | REDUCED | 13,870 | -23 | -0.2% | 1.25% | $3.4M | $240.37 |
| 2024 Q4 | ADDED | 13,893 | +92 | +0.7% | 1.19% | $3.3M | $233.69 |
| 2024 Q3 | REDUCED | 13,801 | -1,394 | -9.2% | 1.07% | $2.9M | $204.31 |
| 2024 Q2 | REDUCED | 15,195 | -77 | -0.5% | 1.27% | $3.1M | $194.90 |
| 2024 Q1 | REDUCED | 15,272 | -16 | -0.1% | 1.34% | $3.1M | $191.89 |
| 2023 Q4 | REDUCED | 15,288 | -52 | -0.3% | 1.23% | $2.6M | $161.96 |
| 2023 Q3 | REDUCED | 15,340 | -23 | -0.1% | 1.22% | $2.2M | $137.07 |
As of 2025 Q4 — sorted by position size