JPM J.P. Morgan Chase & Co.COM

Ownership history in BAXTER BROS INC  ·  58 quarters on record

This page tracks every 13F SEC filing in which BAXTER BROS INC 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
2.91% (2025 Q4)
Avg. % of fund
1.55%
First filed
2001 Q1
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 78,005 -1,106 -1.4% 2.91% $25.1M $320.77
2025 Q3 ADDED 79,111 +2,846 +3.7% 2.88% $25.0M $312.49
2025 Q2 REDUCED 76,265 -1,105 -1.4% 2.70% $22.1M $285.83
2025 Q1 REDUCED 77,370 -1,037 -1.3% 2.50% $19.0M $240.37
2024 Q4 REDUCED 78,407 -1,824 -2.3% 2.46% $18.8M $233.69
2024 Q3 REDUCED 80,231 -9,157 -10.2% 2.20% $16.9M $204.31
2024 Q2 REDUCED 89,388 -4,044 -4.3% 2.37% $18.1M $194.90
2024 Q1 REDUCED 93,432 -393 -0.4% 2.40% $18.7M $191.89
2023 Q4 REDUCED 93,825 -2,050 -2.1% 2.26% $16.0M $161.96
2023 Q3 REDUCED 95,875 -4,679 -4.7% 2.14% $13.9M $137.07
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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