JPM JPMORGAN CHASE & CO

Ownership history in Imprint Wealth LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Imprint 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.

Peak position
2.35% (2025 Q3)
Avg. % of fund
1.71%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,157 -1,173 -50.3% 1.74% $373K $320.77
2025 Q3 REDUCED 2,330 -31,790 -93.2% 2.35% $735K $312.49
2024 Q1 ADDED 34,120 +21,596 +172.4% 1.65% $6.8M $191.89
2023 Q4 REDUCED 12,524 -1,610 -11.4% 1.72% $2.1M $161.96
2023 Q3 REDUCED 14,134 -2,508,980 -99.4% 1.73% $2.0M $137.07
2023 Q2 ADDED 2,523,114 +2,507,165 +15719.9% 1.39% $2.52B $136.53
2023 Q1 INITIATED 15,949 1.40% $2.1M $121.37
% of Fund (quarterly)    JPM price (monthly, adj. close)
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