Ownership history in KLINGENSTEIN FIELDS & CO LP · 106 quarters on record
This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in MORGAN J P & CO INC COM COM (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 | 194,773 | -3,689 | -1.9% | 2.35% | $62.8M | $320.77 |
| 2025 Q3 | REDUCED | 198,462 | -1,581 | -0.8% | 2.36% | $62.6M | $312.49 |
| 2025 Q2 | REDUCED | 200,043 | -5,509 | -2.7% | 2.30% | $58.0M | $285.83 |
| 2025 Q1 | REDUCED | 205,552 | -1,699 | -0.8% | 2.14% | $50.4M | $240.37 |
| 2024 Q4 | REDUCED | 207,251 | -3,401 | -1.6% | 2.00% | $49.7M | $233.69 |
| 2024 Q3 | REDUCED | 210,652 | -763 | -0.4% | 1.77% | $44.4M | $204.31 |
| 2024 Q2 | REDUCED | 211,415 | -1,644 | -0.8% | 1.77% | $42.8M | $194.90 |
| 2024 Q1 | REDUCED | 213,059 | -5,931 | -2.7% | 1.77% | $42.7M | $191.89 |
| 2023 Q4 | ADDED | 218,990 | +2,600 | +1.2% | 1.66% | $37.3M | $161.96 |
| 2023 Q3 | REDUCED | 216,390 | -2,644 | -1.2% | 1.53% | $31.4M | $137.07 |
As of 2025 Q4 — sorted by position size