JPM — JPMorgan Chase & Co

Ownership history in SlateStone Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, 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
2.11% (2025 Q3)
Avg. % of fund
1.06%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,995 +766 +1.0% 2.10% $25.1M $320.77
2025 Q3 REDUCED 77,229 -394 -0.5% 2.11% $24.4M $312.49
2025 Q2 ADDED 77,623 +2,906 +3.9% 2.10% $22.5M $285.83
2025 Q1 ADDED 74,717 +1,685 +2.3% 1.84% $18.3M $240.37
24 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%
← Back to SlateStone Wealth, LLC Holdings