Ownership history in LEUTHOLD GROUP, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in JP Morgan Chase & Co COMMON (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 | ADDED | 32,188 | +225 | +0.7% | 1.12% | $10.4M | $320.77 |
| 2025 Q3 | ADDED | 31,963 | +1,081 | +3.5% | 1.10% | $10.1M | $312.49 |
| 2025 Q2 | REDUCED | 30,882 | -516 | -1.6% | 1.07% | $9.0M | $285.83 |
| 2025 Q1 | REDUCED | 31,398 | -2,224 | -6.6% | 1.00% | $7.7M | $240.37 |
| 2024 Q4 | REDUCED | 33,622 | -1,216 | -3.5% | 0.97% | $8.1M | $233.69 |
| 2024 Q3 | ADDED | 34,838 | +4,679 | +15.5% | 0.82% | $7.3M | $204.31 |
| 2024 Q2 | ADDED | 30,159 | +1,066 | +3.7% | 0.71% | $6.1M | $194.90 |
| 2021 Q4 | REDUCED | 29,093 | -520 | -1.8% | 0.54% | $4.6M | $141.93 |
| 2021 Q3 | REDUCED | 29,613 | -22,240 | -42.9% | 0.59% | $4.8M | $145.83 |
| 2013 Q3 | REDUCED | 51,853 | -5,914 | -10.2% | 0.25% | $2.7M | $36.96 |
As of 2025 Q4 — sorted by position size