JPM — JPMORGAN CHASE & CO

Ownership history in Constitution Capital LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Constitution Capital 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.

Peak position
6.9% (2022 Q4)
Avg. % of fund
5.66%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 39,784 +173 +0.4% 6.06% $12.8M $320.77
2025 Q3 REDUCED 39,611 -898 -2.2% 5.84% $12.5M $312.49
2025 Q2 ADDED 40,509 +967 +2.4% 5.99% $11.7M $285.83
2025 Q1 ADDED 39,542 +1,545 +4.1% 5.37% $9.7M $240.37
17 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%
← Back to Constitution Capital LLC Holdings