Ownership history in Applied Capital LLC/FL · 13 quarters on record
This page tracks every 13F SEC filing in which Applied Capital LLC/FL 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 | ADDED | 10,319 | +18 | +0.2% | 1.97% | $3.3M | $320.77 |
| 2025 Q3 | REDUCED | 10,301 | -20 | -0.2% | 2.00% | $3.2M | $312.49 |
| 2025 Q2 | ADDED | 10,321 | +7 | +0.1% | 2.17% | $3.0M | $285.83 |
| 2025 Q1 | REDUCED | 10,314 | -51 | -0.5% | 1.99% | $2.5M | $240.37 |
| 2024 Q4 | REDUCED | 10,365 | -70 | -0.7% | 1.93% | $2.5M | $233.69 |
| 2024 Q3 | REDUCED | 10,435 | -85 | -0.8% | 1.71% | $2.2M | $204.31 |
| 2024 Q2 | ADDED | 10,520 | +75 | +0.7% | 1.86% | $2.1M | $194.90 |
| 2024 Q1 | ADDED | 10,445 | +225 | +2.2% | 1.70% | $2.1M | $191.89 |
| 2023 Q4 | REDUCED | 10,220 | -440 | -4.1% | 1.60% | $1.7M | $161.96 |
| 2023 Q3 | REDUCED | 10,660 | -90 | -0.8% | 1.54% | $1.5M | $137.07 |
As of 2025 Q4 — sorted by position size