AMJB — JPMORGAN CHASE FINL CO LLC

Ownership history in FF Advisors,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which FF Advisors,LLC reported a position in JPMORGAN CHASE FINL CO LLC (AMJB). 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
2.94% (2024 Q2)
Avg. % of fund
2.62%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 176,098 +18,045 +11.4% 2.35% $5.3M $29.47
2025 Q3 REDUCED 158,053 -2,172 -1.4% 2.23% $4.7M $28.62
2025 Q2 ADDED 160,225 +7,254 +4.7% 2.52% $4.8M $28.87
2025 Q1 ADDED 152,971 +10,476 +7.4% 2.60% $4.5M $30.50
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMJB price (monthly, adj. close)

Other funds also holding AMJB

As of 2025 Q4 — sorted by position size

Risk Paradigm Group, LLC 3Y 7Y 2.91% Argyle Capital Partners, LLC 1.61% Smallwood Wealth Investment Management, LLC 3Y 1.44% My Personal CFO, LLC 3Y 0.78% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 0.68% Beckerman Institutional, LLC 0.65% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 0.57% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.53% NICOLET ADVISORY SERVICES, LLC 3Y 0.44% CURA WEALTH ADVISORS, LLC 0.36%
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