Ownership history in Linscomb Wealth, Inc. · 85 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in J P Morgan Chase & Co 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 | 96,051 | -988 | -1.0% | 1.30% | $30.9M | $320.77 |
| 2025 Q3 | REDUCED | 97,039 | -8,969 | -8.5% | 1.32% | $30.6M | $312.49 |
| 2025 Q2 | ADDED | 106,008 | +1,039 | +1.0% | 1.41% | $30.7M | $285.83 |
| 2025 Q1 | REDUCED | 104,969 | -2,840 | -2.6% | 1.28% | $25.7M | $240.37 |
| 2024 Q4 | REDUCED | 107,809 | -104 | -0.1% | 1.29% | $25.8M | $233.69 |
| 2024 Q3 | REDUCED | 107,913 | -2,306 | -2.1% | 1.13% | $22.8M | $204.31 |
| 2024 Q2 | REDUCED | 110,219 | -332 | -0.3% | 1.15% | $22.3M | $194.90 |
| 2024 Q1 | REDUCED | 110,551 | -2,266 | -2.0% | 1.14% | $22.1M | $191.89 |
| 2023 Q4 | REDUCED | 112,817 | -6,967 | -5.8% | 1.06% | $19.2M | $161.96 |
| 2023 Q3 | REDUCED | 119,784 | -6,361 | -5.0% | 1.02% | $17.4M | $137.07 |
As of 2025 Q4 — sorted by position size