JPM — JPMORGAN CHASE & CO COM

Ownership history in BIP GP LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which BIP GP LLC 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.

Peak position
0.52% (2009 Q3)
Avg. % of fund
0.4%
First filed
2009 Q3
Last filed
2009 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q4 REDUCED 31,825 -1,024 -3.1% 0.29% $1.3M $27.61
2009 Q3 INITIATED 32,849 — — 0.52% $1.4M $29.00
% 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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