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.
| 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 |
| 2023 Q1 | REDUCED | 3,274 | -5,648 | -63.3% | 0.33% | $427K | $121.37 |
| 2022 Q4 | REDUCED | 8,922 | -1,976 | -18.1% | 0.98% | $1.2M | $123.99 |
| 2022 Q3 | REDUCED | 10,898 | -459 | -4.0% | 0.94% | $1.1M | $95.76 |
| 2022 Q2 | UNCHANGED | 11,357 | — | 0% | 0.96% | $1.3M | $102.29 |
| 2022 Q1 | REDUCED | 11,357 | -2,100 | -15.6% | 1.01% | $1.5M | $122.91 |
| 2021 Q4 | REDUCED | 13,457 | -190 | -1.4% | 1.30% | $2.1M | $141.93 |
As of 2025 Q4 — sorted by position size