JPM JPMORGAN CHASE & CO

Ownership history in Tranquility Partners, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Tranquility Partners, 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.

Peak position
2.08% (2025 Q4)
Avg. % of fund
1.3%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,911 -1,579 -8.1% 2.08% $5.8M $320.77
2025 Q3 ADDED 19,490 +456 +2.4% 2.08% $6.1M $312.49
2025 Q2 REDUCED 19,034 -49 -0.3% 1.97% $5.5M $285.83
2025 Q1 ADDED 19,083 +269 +1.4% 1.81% $4.7M $240.37
2024 Q4 REDUCED 18,814 -39 -0.2% 1.70% $4.5M $233.69
2024 Q3 REDUCED 18,853 -76 -0.4% 1.44% $4.0M $204.31
2024 Q2 ADDED 18,929 +744 +4.1% 1.47% $3.8M $194.90
2024 Q1 REDUCED 18,185 -410 -2.2% 1.41% $3.6M $191.89
2023 Q4 REDUCED 18,595 -765 -4.0% 1.33% $3.2M $161.96
2023 Q3 ADDED 19,360 +1,372 +7.6% 1.20% $2.8M $137.07
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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