JPM JPMORGAN CHASE & CO

Ownership history in Csenge Advisory Group  ·  34 quarters on record

This page tracks every 13F SEC filing in which Csenge Advisory Group 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
0.76% (2017 Q4)
Avg. % of fund
0.44%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,922 +1,371 +3.5% 0.60% $13.2M $320.77
2025 Q3 REDUCED 39,551 -810 -2.0% 0.60% $12.5M $312.49
2025 Q2 REDUCED 40,361 -1,340 -3.2% 0.56% $10.7M $285.83
2025 Q1 ADDED 41,701 +6,988 +20.1% 0.55% $9.7M $240.37
2024 Q4 ADDED 34,713 +2,604 +8.1% 0.45% $8.3M $233.69
2024 Q3 REDUCED 32,109 -1,782 -5.3% 0.37% $7.1M $204.31
2024 Q2 ADDED 33,891 +1,682 +5.2% 0.39% $6.9M $194.90
2024 Q1 ADDED 32,209 +45 +0.1% 0.36% $6.5M $191.89
2023 Q4 ADDED 32,164 +2,066 +6.9% 0.34% $5.5M $161.96
2023 Q3 ADDED 30,098 +414 +1.4% 0.30% $4.4M $137.07
24 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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