Ownership history in JSF Financial, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,084 | -126 | -1.2% | 0.67% | $3.2M | $320.77 |
| 2025 Q3 | REDUCED | 10,210 | -118 | -1.1% | 0.71% | $3.2M | $312.49 |
| 2025 Q2 | ADDED | 10,328 | +980 | +10.5% | 0.71% | $3.0M | $285.83 |
| 2025 Q1 | ADDED | 9,348 | +1 | +0.0% | 0.60% | $2.3M | $240.37 |
| 2024 Q4 | ADDED | 9,347 | +12 | +0.1% | 0.60% | $2.2M | $233.69 |
| 2024 Q3 | ADDED | 9,335 | +87 | +0.9% | 0.57% | $2.0M | $204.31 |
| 2024 Q2 | REDUCED | 9,248 | -192 | -2.0% | 0.57% | $1.9M | $194.90 |
| 2024 Q1 | REDUCED | 9,440 | -232 | -2.4% | 0.59% | $1.9M | $191.89 |
| 2023 Q4 | REDUCED | 9,672 | -723 | -7.0% | 0.57% | $1.6M | $161.96 |
| 2023 Q3 | REDUCED | 10,395 | -285 | -2.7% | 0.58% | $1.5M | $137.07 |
As of 2025 Q4 — sorted by position size