JPM — JPMORGAN CHASE & CO. csus

Ownership history in FISHMAN JAY A LTD/MI  ·  59 quarters on record

This page tracks every 13F SEC filing in which FISHMAN JAY A LTD/MI reported a position in JPMORGAN CHASE & CO. csus (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
6.61% (2016 Q4)
Avg. % of fund
4.38%
First filed
2011 Q2
Last filed
2025 Q4
Quarters held
59
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 156,679 -1,093 -0.7% 4.15% $50.5M $320.77
2025 Q3 REDUCED 157,772 -2,337 -1.5% 4.27% $49.8M $312.49
2025 Q2 ADDED 160,109 +1,615 +1.0% 4.44% $46.4M $285.83
2025 Q1 REDUCED 158,494 -12,871 -7.5% 4.25% $38.9M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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