JPM JPMORGAN CHASE & CO

Ownership history in Unisphere Establishment  ·  9 quarters on record

This page tracks every 13F SEC filing in which Unisphere Establishment 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
11.87% (2025 Q3)
Avg. % of fund
11.02%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,800,000 0% 11.56% $1.55B $320.77
2025 Q3 REDUCED 4,800,000 -26,000 -0.5% 11.87% $1.51B $312.49
2025 Q2 UNCHANGED 4,826,000 0% 11.27% $1.40B $285.83
2025 Q1 REDUCED 4,826,000 -501,000 -9.4% 10.34% $1.18B $240.37
2024 Q4 REDUCED 5,327,000 -23,000 -0.4% 11.13% $1.28B $233.69
2024 Q3 REDUCED 5,350,000 -36,000 -0.7% 10.69% $1.13B $204.31
2024 Q2 REDUCED 5,386,000 -289,000 -5.1% 10.97% $1.09B $194.90
2024 Q1 ADDED 5,675,000 +75,000 +1.3% 11.48% $1.14B $191.89
2023 Q4 INITIATED 5,600,000 9.85% $952.6M
% of Fund (quarterly)    JPM price (monthly, adj. close)
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