Ownership history in Gilbert & Cook, Inc. · 36 quarters on record
This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. 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 | REDUCED | 9,721 | -1,593 | -14.1% | 0.39% | $3.1M | $320.77 |
| 2025 Q3 | REDUCED | 11,314 | -289 | -2.5% | 0.46% | $3.6M | $312.49 |
| 2025 Q2 | ADDED | 11,603 | +830 | +7.7% | 0.45% | $3.4M | $285.83 |
| 2025 Q1 | REDUCED | 10,773 | -27 | -0.2% | 0.38% | $2.6M | $240.37 |
| 2024 Q4 | ADDED | 10,800 | +172 | +1.6% | 0.37% | $2.6M | $233.69 |
| 2024 Q3 | REDUCED | 10,628 | -35 | -0.3% | 0.31% | $2.2M | $204.31 |
| 2024 Q2 | REDUCED | 10,663 | -828 | -7.2% | 0.32% | $2.2M | $194.90 |
| 2024 Q1 | ADDED | 11,491 | +131 | +1.2% | 0.31% | $2.3M | $191.89 |
| 2023 Q4 | ADDED | 11,360 | +164 | +1.5% | 0.27% | $1.9M | $161.96 |
| 2023 Q3 | ADDED | 11,196 | +1,343 | +13.6% | 0.26% | $1.6M | $137.07 |
As of 2025 Q4 — sorted by position size