Ownership history in DNCA FINANCE · 7 quarters on record
This page tracks every 13F SEC filing in which DNCA FINANCE 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,714 | +1,535 | +2.0% | 1.43% | $24.7M | $320.77 |
| 2025 Q3 | REDUCED | 75,179 | -8,548 | -10.2% | 1.62% | $23.7M | $312.49 |
| 2025 Q2 | ADDED | 83,727 | +256 | +0.3% | 1.85% | $24.3M | $285.83 |
| 2025 Q1 | REDUCED | 83,471 | -395 | -0.5% | 1.70% | $20.5M | $240.37 |
| 2024 Q4 | ADDED | 83,866 | +2,100 | +2.6% | 1.57% | $20.1M | $233.69 |
| 2024 Q3 | REDUCED | 81,766 | -42,250 | -34.1% | 1.48% | $17.2M | $204.31 |
| 2024 Q2 | INITIATED | 124,016 | — | — | 2.15% | $25.1M | — |
As of 2025 Q4 — sorted by position size