JPM — JP Morgan Chase & Co

Ownership history in BBR PARTNERS, LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in JP Morgan 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
0.81% (2019 Q2)
Avg. % of fund
0.45%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,556 -111 -0.4% 0.51% $9.5M $320.77
2025 Q3 REDUCED 29,667 -1,504 -4.8% 0.54% $9.4M $312.49
2025 Q2 REDUCED 31,171 -1,555 -4.8% 0.56% $9.0M $285.83
2025 Q1 REDUCED 32,726 -745 -2.2% 0.57% $8.0M $240.37
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to BBR PARTNERS, LLC Holdings