JPM JPMORGAN CHASE

Ownership history in Leelyn Smith, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Leelyn Smith, LLC reported a position in JPMORGAN CHASE (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
1.09% (2025 Q2)
Avg. % of fund
0.47%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,536 -620 -2.8% 1.00% $6.9M $320.77
2025 Q3 REDUCED 22,156 -826 -3.6% 1.05% $7.0M $312.49
2025 Q2 REDUCED 22,982 -621 -2.6% 1.09% $6.7M $285.83
2025 Q1 REDUCED 23,603 -676 -2.8% 1.03% $5.8M $240.37
2024 Q4 REDUCED 24,279 -666 -2.7% 1.04% $5.8M $233.69
2024 Q3 REDUCED 24,945 -75 -0.3% 0.95% $5.3M $204.31
2024 Q2 ADDED 25,020 +34 +0.1% 0.98% $5.1M $194.90
2024 Q1 REDUCED 24,986 -159 -0.6% 1.00% $5.0M $191.89
2023 Q4 ADDED 25,145 +2,693 +12.0% 0.94% $4.3M $161.96
2023 Q3 ADDED 22,452 +369 +1.7% 0.79% $3.3M $137.07
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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