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.
| 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 |
| 2024 Q4 | REDUCED | 32,793 | -734 | -2.2% | 2.06% | $7.9M | $233.69 |
| 2024 Q3 | REDUCED | 33,527 | -214 | -0.6% | 1.87% | $7.1M | $204.31 |
| 2024 Q2 | ADDED | 33,741 | +1,214 | +3.7% | 1.96% | $6.8M | $194.90 |
| 2024 Q1 | ADDED | 32,527 | +2,152 | +7.1% | 1.90% | $6.5M | $191.89 |
| 2023 Q4 | INITIATED | 30,375 | — | — | 1.73% | $5.2M | — |
As of 2025 Q4 — sorted by position size