JPM JPMORGAN CHASE & CO

Ownership history in Platform Technology Partners  ·  20 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners 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.

Peak position
2.24% (2020 Q3)
Avg. % of fund
1.86%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,102 +349 +1.2% 2.00% $9.4M $320.77
2025 Q3 ADDED 28,753 +508 +1.8% 2.17% $9.1M $312.49
2025 Q2 ADDED 28,245 +207 +0.7% 2.14% $8.2M $285.83
2025 Q1 ADDED 28,038 +880 +3.2% 2.00% $6.9M $240.37
2024 Q4 REDUCED 27,158 -958 -3.4% 1.97% $6.5M $233.69
2024 Q3 REDUCED 28,116 -441 -1.5% 1.86% $5.9M $204.31
2024 Q2 ADDED 28,557 +308 +1.1% 1.99% $5.8M $194.90
2023 Q4 ADDED 28,249 +953 +3.5% 1.93% $5.0M $161.96
2023 Q3 ADDED 27,296 +2,440 +9.8% 1.85% $4.0M $137.07
2023 Q2 REDUCED 24,856 -430 -1.7% 1.72% $3.7M $136.53
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% of Fund (quarterly)    JPM price (monthly, adj. close)
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