JPM — JPMORGAN CHASE & CO COM

Ownership history in Next Level Private LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Next Level Private LLC 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
5.55% (2023 Q1)
Avg. % of fund
4.94%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 57,414 -951 -1.6% 4.85% $18.5M $320.77
2025 Q3 ADDED 58,365 +764 +1.3% 5.23% $18.0M $312.49
2025 Q2 ADDED 57,601 +1,317 +2.3% 5.44% $16.7M $285.83
2025 Q1 ADDED 56,284 +90 +0.2% 5.14% $13.8M $240.37
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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