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.
| 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 |
| 2024 Q4 | ADDED | 73,032 | +1,156 | +1.6% | 1.72% | $17.5M | $233.69 |
| 2024 Q3 | ADDED | 71,876 | +25,031 | +53.4% | 1.36% | $15.2M | $204.31 |
| 2024 Q2 | REDUCED | 46,845 | -21,259 | -31.2% | 1.03% | $9.5M | $194.90 |
| 2024 Q1 | ADDED | 68,104 | +24,257 | +55.3% | 1.37% | $13.6M | $191.89 |
| 2023 Q4 | ADDED | 43,847 | +2,986 | +7.3% | 0.97% | $7.5M | $161.96 |
| 2023 Q3 | ADDED | 40,861 | +27,543 | +206.8% | 0.86% | $5.9M | $137.07 |
As of 2025 Q4 — sorted by position size