JPM — JPMORGAN CHASE & CO

Ownership history in Interval Partners, LP  ·  59 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP 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
1.36% (2022 Q3)
Avg. % of fund
0.33%
First filed
2014 Q2
Last filed
2025 Q4
Quarters held
59
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,500 -5,000 -18.9% 0.12% $6.9M $320.77
2025 Q3 REDUCED 26,500 -15,287 -36.6% 0.14% $8.4M $312.49
2025 Q3 REDUCED 41,787 -44,046 -51.3% 0.22% $13.2M $312.49
2025 Q2 REDUCED 85,833 -367 -0.4% 0.42% $24.9M $285.83
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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