JPM JPMORGAN CHASE & CO. COM

Ownership history in Fairscale Capital, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Fairscale Capital, 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
1.49% (2025 Q3)
Avg. % of fund
1.37%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,864 -8 -0.1% 1.47% $2.2M $320.77
2025 Q3 UNCHANGED 6,872 0% 1.49% $2.2M $312.49
2025 Q2 ADDED 6,872 +533 +8.4% 1.48% $2.0M $285.83
2025 Q1 ADDED 6,339 +18 +0.3% 1.40% $1.6M $240.37
2024 Q4 REDUCED 6,321 -36 -0.6% 1.30% $1.5M $233.69
2024 Q3 REDUCED 6,357 -213 -3.2% 1.17% $1.3M $204.31
2024 Q2 INITIATED 6,570 1.25% $1.4M
% of Fund (quarterly)    JPM price (monthly, adj. close)
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