JPM — JPMORGAN & CHASE & CO COM

Ownership history in Rathbones Group PLC  ·  81 quarters on record

This page tracks every 13F SEC filing in which Rathbones Group PLC reported a position in JPMORGAN & CHASE & CO COM (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
3.54% (2025 Q3)
Avg. % of fund
1.5%
First filed
2005 Q4
Last filed
2025 Q4
Quarters held
81
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,737,607 -25,788 -0.9% 3.49% $882.1M $320.77
2025 Q3 REDUCED 2,763,395 -9,680 -0.3% 3.54% $871.7M $312.49
2025 Q2 REDUCED 2,773,075 -71,964 -2.5% 3.47% $803.9M $285.83
2025 Q1 ADDED 2,845,039 +8,467 +0.3% 3.37% $697.9M $240.37
77 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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