JPM — JPMORGAN CHASE & CO.

Ownership history in Schaeffer Financial LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Schaeffer Financial 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
0.23% (2025 Q3)
Avg. % of fund
0.23%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 798 — 0% 0.22% $257K $320.77
2025 Q3 UNCHANGED 798 — 0% 0.23% $252K $312.49
2025 Q2 INITIATED 798 — — 0.23% $231K $285.83
% 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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