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.
| 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 |
| 2024 Q4 | REDUCED | 56,194 | -9 | -0.0% | 5.43% | $13.5M | $233.69 |
| 2024 Q3 | ADDED | 56,203 | +67 | +0.1% | 4.86% | $11.9M | $204.31 |
| 2024 Q2 | REDUCED | 56,136 | -3,781 | -6.3% | 5.19% | $11.4M | $194.90 |
| 2024 Q1 | ADDED | 59,917 | +4,709 | +8.5% | 5.51% | $12.0M | $191.89 |
| 2023 Q4 | REDUCED | 55,208 | -606 | -1.1% | 5.32% | $9.4M | $161.96 |
| 2023 Q3 | ADDED | 55,814 | +115 | +0.2% | 5.32% | $8.0M | $137.07 |
As of 2025 Q4 — sorted by position size