Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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 | ADDED | 49,846 | +43,200 | +650.0% | 4.11% | $16.1M | $320.77 |
| 2025 Q3 | REDUCED | 6,646 | -44,491 | -87.0% | 3.94% | $16.0M | $312.49 |
| 2025 Q2 | ADDED | 51,137 | +344 | +0.7% | 4.06% | $14.8M | $285.83 |
| 2025 Q1 | ADDED | 50,793 | +1,153 | +2.3% | 3.86% | $12.5M | $240.37 |
| 2024 Q4 | ADDED | 49,640 | +4,469 | +9.9% | 3.57% | $11.9M | $233.69 |
| 2024 Q3 | ADDED | 45,171 | +1,533 | +3.5% | 3.04% | $9.5M | $204.31 |
| 2024 Q2 | ADDED | 43,638 | +408 | +0.9% | 3.08% | $8.8M | $194.90 |
| 2024 Q1 | REDUCED | 43,230 | -1,491 | -3.3% | 3.15% | $8.7M | $191.89 |
| 2023 Q4 | REDUCED | 44,721 | -390 | -0.9% | 3.26% | $7.6M | $161.96 |
| 2023 Q3 | ADDED | 45,111 | +1,275 | +2.9% | 4.90% | $6.5M | $137.07 |
As of 2025 Q4 — sorted by position size