AMJB — JPMORGAN CHASE FINL CO LLC

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in JPMORGAN CHASE FINL CO LLC (AMJB). 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
0.89% (2025 Q1)
Avg. % of fund
0.76%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,625 +307 +0.8% 0.65% $1.2M $29.47
2025 Q3 ADDED 38,318 +876 +2.3% 0.67% $1.1M $28.62
2025 Q2 REDUCED 37,442 -531 -1.4% 0.75% $1.1M $28.87
2025 Q1 ADDED 37,973 +4,354 +13.0% 0.89% $1.2M $30.50
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMJB price (monthly, adj. close)

Other funds also holding AMJB

As of 2025 Q4 — sorted by position size

Risk Paradigm Group, LLC 3Y 7Y 2.91% FF Advisors,LLC 2.35% Argyle Capital Partners, LLC 1.61% Smallwood Wealth Investment Management, LLC 3Y 1.44% My Personal CFO, LLC 3Y 0.78% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 0.68% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 0.57% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.53% NICOLET ADVISORY SERVICES, LLC 3Y 0.44% CURA WEALTH ADVISORS, LLC 0.36%
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