Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in JPMORGAN CHASE & CO COM USD1.00 (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 | ADDED | 37,527 | +1,204 | +3.3% | 0.97% | $12.1M | $320.77 |
| 2025 Q3 | ADDED | 36,323 | +1,086 | +3.1% | 0.96% | $11.5M | $312.49 |
| 2025 Q2 | ADDED | 35,237 | +1,577 | +4.7% | 0.93% | $10.2M | $285.83 |
| 2025 Q1 | ADDED | 33,660 | +603 | +1.8% | 0.87% | $8.3M | $240.37 |
| 2024 Q4 | ADDED | 33,057 | +1,382 | +4.4% | 0.82% | $7.9M | $233.69 |
| 2024 Q3 | ADDED | 31,675 | +40 | +0.1% | 0.71% | $6.7M | $204.31 |
| 2024 Q2 | ADDED | 31,635 | +1,253 | +4.1% | 0.73% | $6.4M | $194.90 |
| 2024 Q1 | ADDED | 30,382 | +1,526 | +5.3% | 0.74% | $6.1M | $191.89 |
| 2023 Q4 | ADDED | 28,856 | +1,945 | +7.2% | 0.69% | $4.9M | $161.96 |
| 2023 Q3 | ADDED | 26,911 | +3,348 | +14.2% | 0.62% | $3.9M | $137.07 |
As of 2025 Q4 — sorted by position size