Ownership history in Circle Wealth Management, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Circle Wealth Management, 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 | REDUCED | 72,751 | -1,003 | -1.4% | 0.36% | $23.4M | $320.77 |
| 2025 Q3 | ADDED | 73,754 | +761 | +1.0% | 0.45% | $23.3M | $312.49 |
| 2025 Q2 | REDUCED | 72,993 | -452 | -0.6% | 0.46% | $21.2M | $285.83 |
| 2025 Q1 | REDUCED | 73,445 | -1,130 | -1.5% | 0.41% | $18.0M | $240.37 |
| 2024 Q4 | REDUCED | 74,575 | -590 | -0.8% | 0.38% | $17.9M | $233.69 |
| 2024 Q3 | REDUCED | 75,165 | -1,582 | -2.1% | 0.35% | $15.8M | $204.31 |
| 2024 Q2 | ADDED | 76,747 | +74,947 | +4163.7% | 0.36% | $15.5M | $194.90 |
| 2024 Q2 | REDUCED | 1,800 | -77,136 | -97.7% | 0.01% | $364K | $194.90 |
| 2024 Q1 | ADDED | 78,936 | +366 | +0.5% | 0.39% | $15.8M | $191.89 |
| 2023 Q4 | ADDED | 78,570 | +791 | +1.0% | 0.34% | $13.4M | $161.96 |
As of 2025 Q4 — sorted by position size