JPM — J P MORGAN CHASE & C

Ownership history in SpiderRock Advisors, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which SpiderRock Advisors, LLC reported a position in J P MORGAN CHASE & C (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
0.72% (2024 Q1)
Avg. % of fund
0.26%
First filed
2017 Q1
Last filed
2024 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 200,974 +177,274 +748.0% 0.67% $42.4M $204.31
2024 Q3 REDUCED 23,700 -125,483 -84.1% 0.08% $5.0M $204.31
2024 Q2 ADDED 149,183 +130,583 +702.1% 0.61% $30.2M $194.90
2024 Q2 REDUCED 18,600 -130,744 -87.5% 0.08% $3.8M $194.90
26 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%
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