Ownership history in StrongBox Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC 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 | ADDED | 25,187 | +199 | +0.8% | 2.67% | $8.1M | $320.77 |
| 2025 Q3 | ADDED | 24,988 | +4,881 | +24.3% | 2.67% | $7.9M | $312.49 |
| 2025 Q2 | ADDED | 20,107 | +840 | +4.4% | 2.21% | $5.8M | $285.83 |
| 2025 Q1 | REDUCED | 19,267 | -1,288 | -6.3% | 1.97% | $4.7M | $240.37 |
| 2024 Q4 | REDUCED | 20,555 | -482 | -2.3% | 2.09% | $4.9M | $233.69 |
| 2024 Q3 | ADDED | 21,037 | +874 | +4.3% | 1.90% | $4.4M | $204.31 |
| 2024 Q2 | REDUCED | 20,163 | -709 | -3.4% | 1.93% | $4.1M | $194.90 |
| 2024 Q1 | UNCHANGED | 20,872 | — | 0% | 2.07% | $3.6M | $191.89 |
| 2023 Q4 | REDUCED | 20,872 | -116 | -0.6% | 2.07% | $3.6M | $161.96 |
| 2023 Q3 | REDUCED | 20,988 | -695 | -3.2% | 1.94% | $3.0M | $137.07 |
As of 2025 Q4 — sorted by position size