Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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 | ADDED | 98,877 | +1,227 | +1.3% | 1.04% | $31.9M | $320.77 |
| 2025 Q3 | REDUCED | 97,650 | -3,870 | -3.8% | 1.05% | $30.8M | $312.49 |
| 2025 Q2 | REDUCED | 101,520 | -1,764 | -1.7% | 1.08% | $29.4M | $285.83 |
| 2025 Q1 | ADDED | 103,284 | +4,259 | +4.3% | 1.04% | $25.3M | $240.37 |
| 2024 Q4 | ADDED | 99,025 | +533 | +0.5% | 0.97% | $23.7M | $233.69 |
| 2024 Q3 | ADDED | 98,492 | +29,657 | +43.1% | 0.92% | $21.9M | $204.31 |
| 2024 Q2 | REDUCED | 68,835 | -6,489 | -8.6% | 0.63% | $13.9M | $194.90 |
| 2024 Q1 | ADDED | 75,324 | +1,893 | +2.6% | 0.70% | $12.8M | $191.89 |
| 2023 Q4 | REDUCED | 73,431 | -2,294 | -3.0% | 0.70% | $12.5M | $161.96 |
| 2023 Q3 | REDUCED | 75,725 | -13,194 | -14.8% | 0.71% | $11.0M | $137.07 |
As of 2025 Q4 — sorted by position size