JPM MORGAN J P & CO INC COMMON

Ownership history in Gruss & Co., LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which Gruss & Co., LLC reported a position in MORGAN J P & CO INC COMMON (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
5.14% (2004 Q1)
Avg. % of fund
2.75%
First filed
2000 Q4
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,000 -1,000 -50.0% 0.71% $322K $320.77
2025 Q3 ADDED 2,000 +1,000 +100.0% 1.64% $631K $312.49
2025 Q2 REDUCED 1,000 -1,000 -50.0% 1.35% $290K $285.83
2025 Q1 ADDED 2,000 +1,000 +100.0% 2.14% $491K $240.37
2024 Q4 REDUCED 1,000 -19,000 -95.0% 1.02% $240K $233.69
2017 Q1 UNCHANGED 20,000 0% 1.77% $1.8M $69.07
2016 Q4 REDUCED 20,000 -99,600 -83.3% 1.88% $1.7M $67.48
2011 Q3 UNCHANGED 119,600 0% 1.84% $3.6M $20.31
2011 Q2 UNCHANGED 119,600 0% 1.87% $4.9M $27.44
2011 Q1 UNCHANGED 119,600 0% 1.94% $5.5M $30.73
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% of Fund (quarterly)    JPM price (monthly, adj. close)
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