JPM JP MORGAN CHASE & CO COM

Ownership history in Boston Partners  ·  76 quarters on record

This page tracks every 13F SEC filing in which Boston Partners 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.

Peak position
3.3% (2011 Q1)
Avg. % of fund
2.15%
First filed
2007 Q1
Last filed
2025 Q4
Quarters held
76
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,231,996 -260,767 -3.5% 2.41% $2.33B $320.77
2025 Q3 ADDED 7,492,763 +184,212 +2.5% 2.42% $2.36B $312.49
2025 Q2 REDUCED 7,308,551 -44,416 -0.6% 2.37% $2.12B $285.83
2025 Q1 REDUCED 7,352,967 -1,010,030 -12.1% 2.18% $1.80B $240.37
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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