JPM — JPMORGAN CHASE & CO

Ownership history in BDF-GESTION  ·  4 quarters on record

This page tracks every 13F SEC filing in which BDF-GESTION 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
2.51% (2025 Q2)
Avg. % of fund
2.3%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 59,928 -3,993 -6.2% 2.36% $19.3M $320.77
2025 Q3 REDUCED 63,921 -13,290 -17.2% 2.39% $20.2M $312.49
2025 Q2 ADDED 77,211 +5,000 +6.9% 2.51% $22.4M $285.83
2025 Q1 INITIATED 72,211 — — 1.93% $17.7M $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%
← Back to BDF-GESTION Holdings