JPM JPMORGAN CHASE & CO

Ownership history in Five Oceans Advisors  ·  18 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors reported a position in JPMORGAN CHASE & CO (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
0.94% (2025 Q2)
Avg. % of fund
0.69%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,433 +2 +0.0% 0.85% $2.4M $320.77
2025 Q3 REDUCED 7,431 -205 -2.7% 0.86% $2.3M $312.49
2025 Q2 ADDED 7,636 +48 +0.6% 0.94% $2.2M $285.83
2025 Q1 ADDED 7,588 +35 +0.5% 0.89% $1.9M $240.37
2024 Q4 ADDED 7,553 +277 +3.8% 0.83% $1.8M $233.69
2024 Q3 ADDED 7,276 +943 +14.9% 0.73% $1.5M $204.31
2024 Q2 ADDED 6,333 +326 +5.4% 0.67% $1.3M $194.90
2024 Q1 ADDED 6,007 +141 +2.4% 0.62% $1.2M $191.89
2023 Q4 REDUCED 5,866 -1,307 -18.2% 0.56% $998K $161.96
2023 Q3 ADDED 7,173 +25 +0.3% 0.67% $1.0M $137.07
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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