JPM JPMORGAN CHASE & CO

Ownership history in Slagle Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Slagle 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
2.66% (2025 Q3)
Avg. % of fund
2.3%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,233 +275 +1.2% 2.61% $7.5M $320.77
2025 Q3 ADDED 22,958 +408 +1.8% 2.66% $7.2M $312.49
2025 Q2 ADDED 22,550 +615 +2.8% 2.63% $6.5M $285.83
2025 Q1 ADDED 21,935 +492 +2.3% 2.39% $5.4M $240.37
2024 Q4 ADDED 21,443 +1,252 +6.2% 2.31% $5.1M $233.69
2024 Q3 ADDED 20,191 +1,699 +9.2% 1.89% $4.3M $204.31
2024 Q2 ADDED 18,492 +767 +4.3% 1.92% $3.7M $194.90
2024 Q1 REDUCED 17,725 -32,453 -64.7% 1.93% $3.6M $191.89
2023 Q4 ADDED 50,178 +24,608 +96.2% 2.45% $4.3M $161.96
2023 Q3 ADDED 25,570 +1,256 +5.2% 2.27% $3.7M $137.07
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% of Fund (quarterly)    JPM price (monthly, adj. close)
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