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.
| 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 |
| 2024 Q4 | REDUCED | 94,679 | -3,266 | -3.3% | 2.33% | $22.7M | $233.69 |
| 2024 Q3 | REDUCED | 97,945 | -8,022 | -7.6% | 2.06% | $20.7M | $204.31 |
| 2024 Q2 | REDUCED | 105,967 | -609 | -0.6% | 1.27% | $21.4M | $194.90 |
| 2024 Q1 | REDUCED | 106,576 | -2,875 | -2.6% | 1.28% | $21.3M | $191.89 |
| 2023 Q4 | REDUCED | 109,451 | -7,791 | -6.6% | 1.19% | $18.6M | $161.96 |
| 2023 Q3 | REDUCED | 117,242 | -2,346 | -2.0% | 1.16% | $17.0M | $137.07 |
As of 2025 Q4 — sorted by position size