JPM — JPMORGAN CHASE & CO

Ownership history in QVR LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which QVR LLC 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
0.54% (2021 Q3)
Avg. % of fund
0.19%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,446 +4,246 +353.8% 0.09% $1.8M $320.77
2025 Q3 ADDED 1,200 +1,000 +500.0% 0.05% $379K $312.49
2025 Q3 REDUCED 200 -3,618 -94.8% 0.01% $63K $312.49
2025 Q3 ADDED 3,818 +2,299 +151.3% 0.15% $1.2M $312.49
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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