JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005

Ownership history in SITTNER & NELSON, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in JP MORGAN CHASE & CO COM ISIN#US46625H1005 (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
1.65% (2025 Q2)
Avg. % of fund
1.33%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,186 +38 +0.3% 1.62% $4.6M $320.77
2025 Q3 REDUCED 14,148 -33 -0.2% 1.62% $4.5M $312.49
2025 Q2 ADDED 14,181 +275 +2.0% 1.65% $4.1M $285.83
2025 Q1 REDUCED 13,906 -8 -0.1% 1.46% $3.4M $240.37
2024 Q4 REDUCED 13,914 -932 -6.3% 1.45% $3.3M $233.69
2024 Q3 REDUCED 14,846 -26 -0.2% 1.40% $3.1M $204.31
2024 Q2 ADDED 14,872 +55 +0.4% 1.48% $3.0M $194.90
2024 Q1 REDUCED 14,817 -795 -5.1% 1.50% $3.0M $191.89
2023 Q4 ADDED 15,612 +562 +3.7% 1.42% $2.7M $161.96
2023 Q3 REDUCED 15,050 -376 -2.4% 1.26% $2.2M $137.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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