Ownership history in MSA Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which MSA Advisors, 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 | REDUCED | 27,350 | -3,850 | -12.3% | 2.21% | $8.8M | $320.77 |
| 2025 Q3 | UNCHANGED | 31,200 | — | 0% | 2.46% | $9.8M | $312.49 |
| 2025 Q2 | UNCHANGED | 31,200 | — | 0% | 2.27% | $9.0M | $285.83 |
| 2025 Q1 | ADDED | 31,200 | +3,850 | +14.1% | 1.96% | $7.7M | $240.37 |
| 2024 Q4 | REDUCED | 27,350 | -6,050 | -18.1% | 1.64% | $6.6M | $233.69 |
| 2024 Q3 | REDUCED | 33,400 | -500 | -1.5% | 1.82% | $7.0M | $204.31 |
| 2024 Q2 | REDUCED | 33,900 | -200 | -0.6% | 1.97% | $6.9M | $194.90 |
| 2024 Q1 | REDUCED | 34,100 | -3,050 | -8.2% | 2.04% | $6.8M | $191.89 |
| 2023 Q4 | INITIATED | 37,150 | — | — | 2.20% | $6.3M | — |
As of 2025 Q4 — sorted by position size