Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. 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 | REDUCED | 11,970 | -336 | -2.7% | 1.21% | $3.9M | $320.77 |
| 2025 Q3 | REDUCED | 12,306 | -223 | -1.8% | 1.28% | $3.9M | $312.49 |
| 2025 Q2 | REDUCED | 12,529 | -648 | -4.9% | 1.35% | $3.6M | $285.83 |
| 2025 Q1 | REDUCED | 13,177 | -200 | -1.5% | 1.39% | $3.2M | $240.37 |
| 2024 Q4 | REDUCED | 13,377 | -396 | -2.9% | 1.42% | $3.2M | $233.69 |
| 2024 Q3 | REDUCED | 13,773 | -132 | -0.9% | 1.31% | $2.9M | $204.31 |
| 2024 Q2 | REDUCED | 13,905 | -28 | -0.2% | 1.58% | $2.8M | $194.90 |
| 2024 Q1 | REDUCED | 13,933 | -1,350 | -8.8% | 1.60% | $2.8M | $191.89 |
| 2023 Q4 | REDUCED | 15,283 | -276 | -1.8% | 1.56% | $2.6M | $161.96 |
| 2023 Q3 | INITIATED | 15,559 | — | — | 1.52% | $2.1M | — |
As of 2025 Q4 — sorted by position size