Ownership history in FIRST FOUNDATION ADVISORS · 54 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in Morgan J P & CO INC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 99,054 | -9,000 | -8.3% | 1.20% | $31.9M | $320.77 |
| 2025 Q3 | REDUCED | 108,054 | -8,231 | -7.1% | 1.26% | $34.1M | $312.49 |
| 2025 Q2 | REDUCED | 116,285 | -4,210 | -3.5% | 1.25% | $33.7M | $285.83 |
| 2025 Q1 | REDUCED | 120,495 | -6,952 | -5.5% | 1.20% | $29.6M | $240.37 |
| 2024 Q4 | REDUCED | 127,447 | -4,398 | -3.3% | 1.15% | $30.6M | $233.69 |
| 2024 Q3 | REDUCED | 131,845 | -6,697 | -4.8% | 1.05% | $27.8M | $204.31 |
| 2024 Q2 | REDUCED | 138,542 | -3,492 | -2.5% | 1.07% | $28.0M | $194.90 |
| 2024 Q1 | REDUCED | 142,034 | -5,716 | -3.9% | 1.14% | $28.4M | $191.89 |
| 2023 Q4 | REDUCED | 147,750 | -10,758 | -6.8% | 1.15% | $25.1M | $161.96 |
| 2023 Q3 | REDUCED | 158,508 | -14,337 | -8.3% | 1.07% | $23.0M | $137.07 |
As of 2025 Q4 — sorted by position size