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.
| 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 |
| 2024 Q4 | REDUCED | 734,987 | -23,458 | -3.1% | 3.48% | $176.2M | $233.69 |
| 2024 Q3 | REDUCED | 758,445 | -13,829 | -1.8% | 3.26% | $159.9M | $204.31 |
| 2024 Q2 | REDUCED | 772,274 | -6,752 | -0.9% | 3.50% | $156.2M | $194.90 |
| 2024 Q1 | REDUCED | 779,026 | -1,850 | -0.2% | 3.69% | $156.0M | $191.89 |
| 2023 Q4 | ADDED | 780,876 | +1,045 | +0.1% | 3.04% | $776.3M | $161.96 |
| 2023 Q3 | REDUCED | 779,831 | -17,748 | -2.2% | 3.07% | $778.1M | $137.07 |
As of 2025 Q4 — sorted by position size