JPM — JPMORGAN CHASE & CO

Ownership history in Headlands Technologies LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Headlands Technologies 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.

Peak position
1.28% (2025 Q2)
Avg. % of fund
0.43%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,575 -14,341 -38.8% 0.61% $7.3M $320.77
2025 Q2 ADDED 36,916 +30,528 +477.9% 1.28% $10.7M $285.83
2025 Q1 ADDED 6,388 +4,031 +171.0% 0.18% $1.6M $240.37
2024 Q2 ADDED 2,357 +1,418 +151.0% 0.05% $477K $194.90
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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