JPM — J P MORGAN CHASE & CO COM

Ownership history in ALPINE WOODS CAPITAL INVESTORS, LLC  ·  87 quarters on record

This page tracks every 13F SEC filing in which ALPINE WOODS CAPITAL INVESTORS, LLC reported a position in J P MORGAN CHASE & CO COM (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
3.9% (2025 Q3)
Avg. % of fund
1.3%
First filed
2003 Q3
Last filed
2025 Q4
Quarters held
87
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,364 -4,802 -9.0% 3.71% $15.6M $320.77
2025 Q3 ADDED 53,166 +76 +0.1% 3.90% $16.8M $312.49
2025 Q2 REDUCED 53,090 -1,361 -2.5% 3.66% $15.4M $285.83
2025 Q1 REDUCED 54,451 -19,546 -26.4% 3.35% $13.4M $240.37
83 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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