Ownership history in Navalign, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Navalign, 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 | 9,005 | -123 | -1.3% | 0.71% | $2.9M | $320.77 |
| 2025 Q3 | ADDED | 9,128 | +42 | +0.5% | 0.76% | $2.9M | $312.49 |
| 2025 Q2 | REDUCED | 9,086 | -475 | -5.0% | 0.73% | $2.6M | $285.83 |
| 2025 Q1 | REDUCED | 9,561 | -273 | -2.8% | 0.67% | $2.3M | $240.37 |
| 2024 Q4 | ADDED | 9,834 | +308 | +3.2% | 0.69% | $2.4M | $233.69 |
| 2024 Q3 | REDUCED | 9,526 | -53 | -0.6% | 0.59% | $2.0M | $204.31 |
| 2024 Q2 | ADDED | 9,579 | +183 | +1.9% | 0.61% | $1.9M | $194.90 |
| 2024 Q1 | REDUCED | 9,396 | -162 | -1.7% | 0.62% | $1.9M | $191.89 |
| 2023 Q4 | REDUCED | 9,558 | -484 | -4.8% | 0.57% | $1.6M | $161.96 |
| 2023 Q3 | ADDED | 10,042 | +1,273 | +14.5% | 0.55% | $1.5M | $137.07 |
As of 2025 Q4 — sorted by position size