JPM — JP Morgan Chase & Co

Ownership history in Court Place Advisors, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which Court Place Advisors, LLC reported a position in JP Morgan 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
1.16% (2025 Q3)
Avg. % of fund
0.96%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,185 -429 -3.4% 1.16% $3.8M $312.49
2025 Q2 REDUCED 12,614 -213 -1.7% 1.15% $3.7M $285.83
2025 Q1 REDUCED 12,827 -314 -2.4% 1.04% $3.1M $240.37
2024 Q4 ADDED 13,141 +8,258 +169.1% 1.02% $3.2M $233.69
44 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%
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