Ownership history in STRATEGY ASSET MANAGERS LLC · 55 quarters on record
This page tracks every 13F SEC filing in which STRATEGY ASSET MANAGERS LLC reported a position in JP Morgan Chase & Co Common Stock (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 | 70,620 | +3,968 | +6.0% | 3.74% | $22.8M | $320.77 |
| 2025 Q3 | ADDED | 66,652 | +204 | +0.3% | 3.78% | $21.0M | $312.49 |
| 2025 Q2 | ADDED | 66,448 | +527 | +0.8% | 3.60% | $19.3M | $285.83 |
| 2025 Q1 | REDUCED | 65,921 | -4,392 | -6.2% | 3.33% | $16.2M | $240.37 |
| 2024 Q4 | REDUCED | 70,313 | -1,017 | -1.4% | 3.27% | $16.9M | $233.69 |
| 2024 Q3 | REDUCED | 71,330 | -7,837 | -9.9% | 2.89% | $15.0M | $204.31 |
| 2024 Q2 | ADDED | 79,167 | +7,929 | +11.1% | 2.56% | $11.5M | $194.90 |
| 2024 Q1 | REDUCED | 71,238 | -1,445 | -2.0% | 3.06% | $14.3M | $191.89 |
| 2023 Q4 | ADDED | 72,683 | +1,696 | +2.4% | 2.93% | $12.4M | $161.96 |
| 2023 Q3 | REDUCED | 70,987 | -8,180 | -10.3% | 2.69% | $10.3M | $137.07 |
As of 2025 Q4 — sorted by position size