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
2024 Q4 REDUCED 171,365 -567 -0.3% 3.85% $41.1M $233.69
2024 Q3 ADDED 171,932 +155,794 +965.4% 3.60% $36.3M $204.31
2024 Q2 REDUCED 16,138 -156,123 -90.6% 3.67% $34.8M $194.90
2024 Q1 REDUCED 172,261 -1,585 -0.9% 3.81% $34.5M $191.89
2023 Q4 REDUCED 173,846 -3,475 -2.0% 3.38% $29.6M $161.96
2023 Q3 REDUCED 177,321 -16,159 -8.4% 3.26% $25.7M $137.07
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
← Back to FISHMAN JAY A LTD/MI Holdings