JPM — JPMORGAN CHASE & CO

Ownership history in Stonebrook Private Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stonebrook Private Inc. 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
2.26% (2025 Q3)
Avg. % of fund
1.91%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,944 -16,272 -49.0% 1.14% $5.5M $320.77
2025 Q3 ADDED 33,216 +346 +1.1% 2.26% $10.5M $312.49
2025 Q2 ADDED 32,870 +315 +1.0% 2.22% $9.5M $285.83
2025 Q1 REDUCED 32,555 -238 -0.7% 2.08% $8.0M $240.37
5 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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