JPM — JPMORGAN CHASE & CO

Ownership history in BARR E S & CO · 51 quarters on record

This page tracks every 13F SEC filing in which BARR E S & CO 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.

Peak position

7.91% (2023 Q3)

Avg. % of fund

2.95%

First filed

2013 Q2

Last filed

2025 Q4

Quarters held

51

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	348,119	-27,501	-7.3%	5.84%	$112.2M	$320.77
2025 Q3	REDUCED	375,620	-8,392	-2.2%	6.42%	$118.5M	$312.49
2025 Q2	REDUCED	384,012	-23,372	-5.7%	6.38%	$111.3M	$285.83
2025 Q1	REDUCED	407,384	-22,746	-5.3%	6.07%	$99.9M	$240.37

% 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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