JPM — JPMORGAN CHASE & CO COM

Ownership history in DMC Group, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which DMC Group, LLC reported a position in JPMORGAN CHASE & CO COM (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
1.37% (2024 Q4)
Avg. % of fund
1.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,219 +66 +1.3% 1.12% $1.7M $320.77
2025 Q3 REDUCED 5,153 -13 -0.3% 1.12% $1.6M $312.49
2025 Q2 REDUCED 5,166 -832 -13.9% 1.16% $1.5M $285.83
2025 Q1 REDUCED 5,998 -1,031 -14.7% 1.20% $1.5M $240.37
13 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 DMC Group, LLC Holdings