JPM — JPMORGAN CHASE & CO

Ownership history in Beck Bode, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC 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
2.57% (2025 Q4)
Avg. % of fund
0.98%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,016 +1,399 +3.0% 2.57% $15.5M $320.77
2025 Q3 REDUCED 46,617 -15,916 -25.5% 2.37% $14.7M $312.49
2024 Q2 ADDED 62,533 +61,439 +5616.0% 2.54% $12.6M $194.90
2021 Q2 REDUCED 1,094 -283 -20.6% 0.05% $170K $137.78
2020 Q4 UNCHANGED 1,377 — 0% 0.05% $133K $111.10
2020 Q3 REDUCED 1,377 -725 -34.5% 0.05% $133K $83.40
2019 Q4 REDUCED 2,102 -270 -11.4% 0.12% $293K $117.61
2019 Q3 INITIATED 2,372 — — 0.12% $279K $98.50
% 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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