Ownership history in FULLCIRCLE WEALTH LLC · 6 quarters on record
This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 9,702 | +319 | +3.4% | 1.06% | $3.0M | $312.49 |
| 2025 Q2 | ADDED | 9,383 | +65 | +0.7% | 1.03% | $2.8M | $285.83 |
| 2025 Q1 | ADDED | 9,318 | +795 | +9.3% | 0.93% | $2.3M | $240.37 |
| 2024 Q4 | REDUCED | 8,523 | -243 | -2.8% | 0.96% | $2.4M | $233.69 |
| 2024 Q3 | ADDED | 8,766 | +514 | +6.2% | 0.89% | $2.0M | $204.31 |
| 2024 Q2 | INITIATED | 8,252 | — | — | 0.84% | $1.7M | — |
As of 2025 Q4 — sorted by position size