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.
| 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 |
| 2024 Q4 | REDUCED | 142,626 | -6,810 | -4.6% | 2.53% | $34.2M | $233.69 |
| 2024 Q3 | REDUCED | 149,436 | -3,757 | -2.5% | 2.32% | $31.5M | $204.31 |
| 2024 Q2 | REDUCED | 153,193 | -7,928 | -4.9% | 2.39% | $31.0M | $194.90 |
| 2024 Q1 | REDUCED | 161,121 | -8,758 | -5.2% | 2.50% | $32.3M | $191.89 |
| 2023 Q4 | REDUCED | 169,879 | -2,222 | -1.3% | 2.33% | $28.9M | $161.96 |
| 2023 Q3 | REDUCED | 172,101 | -3,201 | -1.8% | 2.22% | $25.0M | $137.07 |
As of 2025 Q4 — sorted by position size