Ownership history in Modus Advisors, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in JPMORGAN 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 | 26,957 | -312 | -1.1% | 2.29% | $8.7M | $320.77 |
| 2025 Q3 | ADDED | 27,269 | +78 | +0.3% | 2.34% | $8.6M | $312.49 |
| 2025 Q2 | ADDED | 27,191 | +145 | +0.5% | 2.34% | $7.9M | $285.83 |
| 2025 Q1 | ADDED | 27,046 | +384 | +1.4% | 2.17% | $6.6M | $240.37 |
| 2024 Q4 | ADDED | 26,662 | +194 | +0.7% | 2.00% | $6.4M | $233.69 |
| 2024 Q3 | ADDED | 26,468 | +59 | +0.2% | 1.83% | $5.6M | $204.31 |
| 2024 Q2 | ADDED | 26,409 | +297 | +1.1% | 1.89% | $5.3M | $194.90 |
| 2024 Q1 | ADDED | 26,112 | +336 | +1.3% | 1.94% | $5.2M | $191.89 |
| 2023 Q4 | ADDED | 25,776 | +318 | +1.2% | 1.78% | $4.4M | $161.96 |
| 2023 Q3 | ADDED | 25,458 | +292 | +1.2% | 1.61% | $3.7M | $137.07 |
As of 2025 Q4 — sorted by position size