Ownership history in O'Dell Group, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which O'Dell Group, 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 Q3 | ADDED | 19,279 | +1,973 | +11.4% | 1.30% | $6.1M | $312.49 |
| 2025 Q2 | REDUCED | 17,306 | -41 | -0.2% | 1.25% | $5.0M | $285.83 |
| 2025 Q1 | REDUCED | 17,347 | -1,092 | -5.9% | 1.10% | $4.3M | $240.37 |
| 2024 Q4 | REDUCED | 18,439 | -1,006 | -5.2% | 1.00% | $4.4M | $233.69 |
| 2024 Q3 | REDUCED | 19,445 | -176 | -0.9% | 0.91% | $4.1M | $204.31 |
| 2024 Q2 | UNCHANGED | 19,621 | — | 0% | 0.96% | $3.9M | $194.90 |
| 2024 Q1 | REDUCED | 19,621 | -287 | -1.4% | 0.96% | $3.9M | $191.89 |
| 2023 Q4 | REDUCED | 19,908 | -281 | -1.4% | 0.89% | $3.4M | $161.96 |
| 2023 Q3 | REDUCED | 20,189 | -386 | -1.9% | 0.89% | $2.9M | $137.07 |
| 2023 Q2 | ADDED | 20,575 | +584 | +2.9% | 0.85% | $3.0M | $136.53 |
As of 2025 Q4 — sorted by position size