JPM JPMORGAN CHASE & CO COM

Ownership history in MOTCO  ·  85 quarters on record

This page tracks every 13F SEC filing in which MOTCO 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.

Peak position
2.45% (2025 Q2)
Avg. % of fund
0.8%
First filed
2004 Q4
Last filed
2025 Q4
Quarters held
85
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 83,204 -1,393 -1.6% 2.43% $26.8M $320.77
2025 Q3 REDUCED 84,597 -1,879 -2.2% 2.44% $26.7M $312.49
2025 Q2 REDUCED 86,476 -1,634 -1.9% 2.45% $25.6M $285.83
2025 Q1 REDUCED 88,110 -6,569 -6.9% 2.28% $21.6M $240.37
81 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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