JPM J P MORGAN CHASE COMMON

Ownership history in PARTHENON LLC  ·  99 quarters on record

This page tracks every 13F SEC filing in which PARTHENON LLC reported a position in J P MORGAN CHASE COMMON (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
1.52% (2025 Q3)
Avg. % of fund
0.88%
First filed
2001 Q1
Last filed
2025 Q4
Quarters held
99
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,460 -900 -2.1% 1.48% $13.7M $320.77
2025 Q3 ADDED 43,360 +462 +1.1% 1.52% $13.7M $312.49
2025 Q2 ADDED 42,898 +85 +0.2% 1.42% $12.4M $285.83
2025 Q1 REDUCED 42,813 -3,000 -6.5% 1.29% $10.5M $240.37
2024 Q4 ADDED 45,813 +1,240 +2.8% 1.33% $11.0M $233.69
2024 Q3 ADDED 44,573 +234 +0.5% 1.12% $9.4M $204.31
2024 Q2 REDUCED 44,339 -860 -1.9% 1.14% $9.0M $194.90
2024 Q1 ADDED 45,199 +453 +1.0% 1.15% $9.1M $191.89
2023 Q4 ADDED 44,746 +227 +0.5% 1.05% $7.6M $161.96
2023 Q3 UNCHANGED 44,519 0% 0.97% $6.5M $137.07
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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