JPM JPMORGAN CHASE & CO

Ownership history in Quilter Plc  ·  25 quarters on record

This page tracks every 13F SEC filing in which Quilter Plc 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
3.87% (2025 Q3)
Avg. % of fund
3.14%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 704,389 -10,195 -1.4% 3.81% $227.0M $320.77
2025 Q3 REDUCED 714,584 -1,232 -0.2% 3.87% $225.4M $312.49
2025 Q2 REDUCED 715,816 -8,179 -1.1% 3.79% $207.5M $285.83
2025 Q1 REDUCED 723,995 -10,992 -1.5% 3.69% $177.6M $240.37
21 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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