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
2024 Q4 REDUCED 37,997 -22,050 -36.7% 5.11% $9.1M $233.69
2024 Q3 ADDED 60,047 +2,498 +4.3% 6.76% $12.7M $204.31
2024 Q2 REDUCED 57,549 -599 -1.0% 6.14% $11.6M $194.90
2024 Q1 REDUCED 58,148 -125 -0.2% 6.58% $11.6M $191.89
2023 Q4 REDUCED 58,273 -4,322 -6.9% 5.98% $9.9M $161.96
2023 Q3 REDUCED 62,595 -1,808 -2.8% 6.18% $9.1M $137.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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