Ownership history in Stolper Co · 24 quarters on record
This page tracks every 13F SEC filing in which Stolper Co reported a position in JPMORGAN CHASE & COMPANY (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 | REDUCED | 55,582 | -647 | -1.2% | 5.28% | $17.9M | $320.77 |
| 2025 Q3 | REDUCED | 56,229 | -863 | -1.5% | 5.37% | $17.7M | $312.49 |
| 2025 Q2 | REDUCED | 57,092 | -721 | -1.2% | 5.44% | $16.6M | $285.83 |
| 2025 Q1 | REDUCED | 57,813 | -1,027 | -1.7% | 4.65% | $14.2M | $240.37 |
| 2024 Q4 | REDUCED | 58,840 | -1,154 | -1.9% | 4.70% | $14.1M | $233.69 |
| 2024 Q3 | REDUCED | 59,994 | -418 | -0.7% | 4.14% | $12.7M | $204.31 |
| 2024 Q2 | ADDED | 60,412 | +255 | +0.4% | 4.30% | $12.2M | $194.90 |
| 2024 Q1 | REDUCED | 60,157 | -84 | -0.1% | 4.35% | $12.0M | $191.89 |
| 2023 Q4 | ADDED | 60,241 | +24 | +0.0% | 4.13% | $10.2M | $161.96 |
| 2023 Q3 | ADDED | 60,217 | +198 | +0.3% | 3.79% | $8.7M | $137.07 |
As of 2025 Q4 — sorted by position size