JPM — MORGAN J.P. & CO INC COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  102 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in MORGAN J.P. & CO INC COMMON (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
2.91% (2016 Q4)
Avg. % of fund
1.44%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
102
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 127,112 -1,242 -1.0% 2.70% $41.0M $320.77
2025 Q3 REDUCED 128,354 -713 -0.6% 2.72% $40.5M $312.49
2025 Q2 REDUCED 129,067 -10,159 -7.3% 2.65% $37.4M $285.83
2025 Q1 REDUCED 139,226 -3,400 -2.4% 2.64% $34.2M $240.37
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% 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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