JPM MORGAN (J.P.) COM

Ownership history in SCHULHOFF & CO INC  ·  108 quarters on record

This page tracks every 13F SEC filing in which SCHULHOFF & CO INC reported a position in MORGAN (J.P.) 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
6.09% (2025 Q4)
Avg. % of fund
3.69%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
108
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,894 -120 -0.3% 6.09% $14.5M $320.77
2025 Q3 REDUCED 45,014 -136 -0.3% 6.06% $14.2M $312.49
2025 Q2 REDUCED 45,150 -825 -1.8% 5.81% $13.1M $285.83
2025 Q1 REDUCED 45,975 -181 -0.4% 4.99% $11.3M $240.37
2024 Q4 UNCHANGED 46,156 0% 4.04% $11.1M $233.69
2024 Q3 ADDED 46,156 +15 +0.0% 4.06% $9.7M $204.31
2024 Q2 REDUCED 46,141 -1,162 -2.5% 4.21% $9.3M $194.90
2024 Q1 REDUCED 47,303 -167 -0.4% 4.15% $9.5M $191.89
2023 Q4 REDUCED 47,470 -65 -0.1% 3.85% $8.1M $161.96
2023 Q3 REDUCED 47,535 -2,959 -5.9% 3.48% $6.9M $137.07
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% of Fund (quarterly)    JPM price (monthly, adj. close)
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