JPM — JPMORGAN CHASE & CO COM

Ownership history in Schechter Investment Advisors, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC 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
0.78% (2024 Q4)
Avg. % of fund
0.65%
First filed
2022 Q3
Last filed
2025 Q1
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 36,181 -6,171 -14.6% 0.73% $8.9M $240.37
2024 Q4 REDUCED 42,352 -2,164 -4.9% 0.78% $10.2M $233.69
2024 Q3 REDUCED 44,516 -571 -1.3% 0.69% $9.4M $204.31
2024 Q2 REDUCED 45,087 -388 -0.9% 0.69% $9.1M $194.90
7 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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