JPM — D JPMORGAN CHASE & CO COM COMMON STOCK

Ownership history in Campbell & CO Investment Adviser LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Campbell & CO Investment Adviser LLC reported a position in D JPMORGAN CHASE & CO COM COMMON STOCK (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
1.05% (2013 Q1)
Avg. % of fund
0.33%
First filed
2007 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,196 +26,003 +814.4% 0.45% $9.4M $320.77
2024 Q1 REDUCED 3,193 -15,777 -83.2% 0.06% $640K $191.89
2023 Q4 ADDED 18,970 +16,970 +848.5% 0.29% $3.2M $161.96
2021 Q2 REDUCED 2,000 -3,300 -62.3% 0.13% $311K $137.78
8 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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