JPM — JPMORGAN CHASE & CO.

Ownership history in US BANCORP \DE\ · 128 quarters on record

This page tracks every 13F SEC filing in which US BANCORP \DE\ 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

1.37% (2025 Q3)

Avg. % of fund

0.64%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

128

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	3,584,075	+3,584,040	+10240114.3%	1.35%	$1.15B	$320.77
2025 Q3	REDUCED	35	-3,655,557	-100.0%	0.00%	$8K	$312.49
2025 Q3	REDUCED	3,655,592	-70,427	-1.9%	1.37%	$1.15B	$312.49
2025 Q2	REDUCED	3,726,019	-73,184	-1.9%	1.36%	$1.08B	$285.83

% of Fund (quarterly) JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%

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