Ownership history in Caprock Group, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which Caprock Group, LLC 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 | ADDED | 104,005 | +12,732 | +13.9% | 0.71% | $33.5M | $320.77 |
| 2025 Q3 | ADDED | 91,273 | +4,493 | +5.2% | 0.68% | $27.5M | $312.49 |
| 2025 Q1 | ADDED | 86,780 | +6,977 | +8.7% | 0.65% | $21.3M | $240.37 |
| 2024 Q4 | ADDED | 79,803 | +2,937 | +3.8% | 0.63% | $19.1M | $233.69 |
| 2024 Q3 | ADDED | 76,866 | +889 | +1.2% | 0.59% | $16.2M | $204.31 |
| 2024 Q2 | ADDED | 75,977 | +38,047 | +100.3% | 0.62% | $15.4M | $194.90 |
| 2024 Q1 | ADDED | 37,930 | +855 | +2.3% | 0.44% | $7.6M | $191.89 |
| 2023 Q4 | ADDED | 37,075 | +4,770 | +14.8% | 0.40% | $6.3M | $161.96 |
| 2023 Q3 | ADDED | 32,305 | +61 | +0.2% | 0.35% | $4.7M | $137.07 |
| 2023 Q2 | REDUCED | 32,244 | -3,128 | -8.8% | 0.34% | $4.7M | $136.53 |
As of 2025 Q4 — sorted by position size