JPM — JPMORGAN CHASE & CO COM

Ownership history in BROOKTREE CAPITAL MANAGEMENT  ·  18 quarters on record

This page tracks every 13F SEC filing in which BROOKTREE CAPITAL MANAGEMENT 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
2.6% (2019 Q4)
Avg. % of fund
1.11%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,000 — 0% 0.43% $644K $320.77
2025 Q3 UNCHANGED 2,000 — 0% 0.40% $631K $312.49
2025 Q2 ADDED 2,000 +387 +24.0% 0.38% $580K $285.83
2023 Q2 REDUCED 1,613 -1,661 -50.7% 0.18% $235K $136.53
14 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% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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