Ownership history in Brick & Kyle, Associates · 43 quarters on record
This page tracks every 13F SEC filing in which Brick & Kyle, Associates reported a position in JPMORGAN CHASE & CO (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 | 32,317 | -369 | -1.1% | 3.69% | $10.4M | $320.77 |
| 2025 Q3 | REDUCED | 32,686 | -127 | -0.4% | 3.80% | $10.3M | $312.49 |
| 2025 Q2 | REDUCED | 32,813 | -27 | -0.1% | 4.22% | $9.5M | $285.83 |
| 2025 Q1 | REDUCED | 32,840 | -893 | -2.6% | 3.65% | $7.9M | $240.37 |
| 2024 Q4 | REDUCED | 33,733 | -167 | -0.5% | 3.44% | $8.1M | $233.69 |
| 2024 Q3 | REDUCED | 33,900 | -2,875 | -7.8% | 3.02% | $7.0M | $204.31 |
| 2024 Q2 | ADDED | 36,775 | +1,221 | +3.4% | 3.07% | $7.4M | $194.90 |
| 2024 Q1 | REDUCED | 35,554 | -629 | -1.7% | 3.12% | $7.0M | $191.89 |
| 2023 Q4 | REDUCED | 36,183 | -235 | -0.6% | 3.06% | $6.2M | $161.96 |
| 2023 Q3 | ADDED | 36,418 | +1,723 | +5.0% | 2.80% | $5.3M | $137.07 |
As of 2025 Q4 — sorted by position size