Ownership history in BENDER ROBERT & ASSOCIATES · 51 quarters on record
This page tracks every 13F SEC filing in which BENDER ROBERT & ASSOCIATES reported a position in JPMORGAN CHASE & CO COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,565 | -5 | -0.2% | 0.17% | $809K | $312.49 |
| 2025 Q2 | REDUCED | 2,570 | -4 | -0.2% | 0.17% | $745K | $285.83 |
| 2025 Q1 | REDUCED | 2,574 | -180 | -6.5% | 0.16% | $631K | $240.37 |
| 2024 Q4 | REDUCED | 2,754 | -94 | -3.3% | 0.16% | $660K | $233.69 |
| 2024 Q3 | REDUCED | 2,848 | -274 | -8.8% | 0.13% | $601K | $204.31 |
| 2024 Q2 | REDUCED | 3,122 | -259 | -7.7% | 0.14% | $631K | $194.90 |
| 2024 Q1 | REDUCED | 3,381 | -145 | -4.1% | 0.16% | $677K | $191.89 |
| 2023 Q4 | REDUCED | 3,526 | -40 | -1.1% | 0.15% | $600K | $161.96 |
| 2023 Q3 | UNCHANGED | 3,566 | — | 0% | 0.15% | $517K | $137.07 |
| 2023 Q2 | REDUCED | 3,566 | -512 | -12.6% | 0.14% | $519K | $136.53 |
As of 2025 Q4 — sorted by position size