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
2024 Q4 ADDED 33,471 +228 +0.7% 0.56% $8.0M $233.69
2024 Q3 REDUCED 33,243 -301 -0.9% 0.53% $7.0M $204.31
2024 Q2 REDUCED 33,544 -4,686 -12.3% 0.56% $6.8M $194.90
2024 Q1 ADDED 38,230 +12,793 +50.3% 0.61% $7.7M $191.89
2023 Q4 ADDED 25,437 +1,266 +5.2% 0.44% $4.3M $161.96
2023 Q3 ADDED 24,171 +4,012 +19.9% 0.39% $3.5M $137.07
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
← Back to BBR PARTNERS, LLC Holdings