Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, 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 | 11,000 | -104 | -0.9% | 1.44% | $3.5M | $320.77 |
| 2025 Q3 | UNCHANGED | 11,104 | — | 0% | 1.46% | $3.5M | $312.49 |
| 2025 Q2 | REDUCED | 11,104 | -679 | -5.8% | 1.48% | $3.2M | $285.83 |
| 2025 Q1 | ADDED | 11,783 | +328 | +2.9% | 1.44% | $2.9M | $240.37 |
| 2024 Q4 | REDUCED | 11,455 | -29 | -0.3% | 1.33% | $2.7M | $233.69 |
| 2024 Q3 | REDUCED | 11,484 | -64 | -0.6% | 1.39% | $2.4M | $204.31 |
| 2024 Q2 | ADDED | 11,548 | +9 | +0.1% | 1.41% | $2.3M | $194.90 |
| 2024 Q1 | REDUCED | 11,539 | -129 | -1.1% | 1.48% | $2.3M | $191.89 |
| 2023 Q4 | REDUCED | 11,668 | -56 | -0.5% | 1.38% | $2.0M | $161.96 |
| 2023 Q3 | ADDED | 11,724 | +38 | +0.3% | 1.35% | $1.7M | $137.07 |
As of 2025 Q4 — sorted by position size