JPM — J.P. MORGAN CHASE & CO COMMON

Ownership history in BOYAR ASSET MANAGEMENT INC.  ·  87 quarters on record

This page tracks every 13F SEC filing in which BOYAR ASSET MANAGEMENT INC. reported a position in J.P. MORGAN CHASE & CO COMMON (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
9.95% (2025 Q3)
Avg. % of fund
5.2%
First filed
2002 Q4
Last filed
2025 Q4
Quarters held
87
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,660 -3,171 -6.4% 9.53% $15.0M $320.77
2025 Q3 REDUCED 49,831 -975 -1.9% 9.95% $15.7M $312.49
2025 Q2 REDUCED 50,806 -162 -0.3% 9.64% $14.7M $285.83
2025 Q1 REDUCED 50,968 -3,665 -6.7% 9.07% $12.5M $240.37
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Hardy Reed LLC 3Y 7Y 9.21% Summerhill Capital Management lnc. 9.15%
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