Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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 | 1,565,146 | -52,322 | -3.2% | 0.67% | $504.3M | $320.77 |
| 2025 Q3 | REDUCED | 1,617,468 | -145,089 | -8.2% | 0.66% | $510.2M | $312.49 |
| 2025 Q2 | REDUCED | 1,762,557 | -97,449 | -5.2% | 0.67% | $511.0M | $285.83 |
| 2025 Q1 | ADDED | 1,860,006 | +93,965 | +5.3% | 0.65% | $456.3M | $240.37 |
| 2024 Q4 | ADDED | 1,766,041 | +7,886 | +0.4% | 0.62% | $423.3M | $233.69 |
| 2024 Q3 | REDUCED | 1,758,155 | -73,015 | -4.0% | 0.56% | $370.7M | $204.31 |
| 2024 Q2 | ADDED | 1,831,170 | +30,837 | +1.7% | 0.59% | $370.4M | $194.90 |
| 2024 Q1 | REDUCED | 1,800,333 | -6,207 | -0.3% | 0.60% | $360.6M | $191.89 |
| 2023 Q4 | REDUCED | 1,806,540 | -13,502 | -0.7% | 0.56% | $307.3M | $161.96 |
| 2023 Q3 | ADDED | 1,820,042 | +54,969 | +3.1% | 0.55% | $263.9M | $137.07 |
As of 2025 Q4 — sorted by position size