Ownership history in BLB&B Advisors, LLC · 77 quarters on record
This page tracks every 13F SEC filing in which BLB&B Advisors, LLC reported a position in JP MORGAN & 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 Q4 | REDUCED | 126,105 | -4,205 | -3.2% | 1.70% | $40.6M | $320.77 |
| 2025 Q3 | ADDED | 130,310 | +174 | +0.1% | 1.77% | $41.1M | $312.49 |
| 2025 Q2 | REDUCED | 130,136 | -382 | -0.3% | 1.76% | $37.7M | $285.83 |
| 2025 Q1 | REDUCED | 130,518 | -3,085 | -2.3% | 1.63% | $32.0M | $240.37 |
| 2024 Q4 | ADDED | 133,603 | +2,820 | +2.2% | 1.63% | $32.0M | $233.69 |
| 2024 Q3 | ADDED | 130,783 | +3,534 | +2.8% | 1.41% | $27.6M | $204.31 |
| 2024 Q2 | REDUCED | 127,249 | -677 | -0.5% | 1.41% | $25.7M | $194.90 |
| 2024 Q1 | ADDED | 127,926 | +375 | +0.3% | 1.44% | $25.6M | $191.89 |
| 2023 Q4 | ADDED | 127,551 | +62 | +0.0% | 1.37% | $21.7M | $161.96 |
| 2023 Q3 | REDUCED | 127,489 | -1,409 | -1.1% | 1.32% | $18.5M | $137.07 |
As of 2025 Q4 — sorted by position size