Ownership history in GERBER, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which GERBER, 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 Q4 | ADDED | 5,359 | +5 | +0.1% | 0.96% | $1.7M | $320.77 |
| 2025 Q3 | ADDED | 5,354 | +4 | +0.1% | 1.06% | $1.7M | $312.49 |
| 2025 Q2 | ADDED | 5,350 | +55 | +1.0% | 1.09% | $1.6M | $285.83 |
| 2025 Q1 | REDUCED | 5,295 | -20 | -0.4% | 1.08% | $1.3M | $240.37 |
As of 2025 Q4 — sorted by position size