JPM JPMORGAN CHASE & CO

Ownership history in NDVR, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which NDVR, Inc. 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.

Peak position
0.61% (2025 Q4)
Avg. % of fund
0.45%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,272 -30 -1.3% 0.61% $732K $320.77
2025 Q3 ADDED 2,302 +364 +18.8% 0.61% $726K $312.49
2025 Q2 REDUCED 1,938 -27 -1.4% 0.53% $562K $285.83
2025 Q1 REDUCED 1,965 -117 -5.6% 0.49% $482K $240.37
2024 Q4 ADDED 2,082 +57 +2.8% 0.48% $499K $233.69
2024 Q3 ADDED 2,025 +100 +5.2% 0.44% $426K $204.31
2024 Q2 ADDED 1,925 +515 +36.5% 0.41% $389K $194.90
2024 Q1 ADDED 1,410 +130 +10.2% 0.27% $282K $191.89
2023 Q4 INITIATED 1,280 0.26% $218K
% of Fund (quarterly)    JPM price (monthly, adj. close)
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