Ownership history in WEALTH EFFECTS LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS 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 | REDUCED | 29,572 | -117 | -0.4% | 2.98% | $9.5M | $320.77 |
| 2025 Q3 | ADDED | 29,689 | +47 | +0.2% | 3.01% | $9.4M | $312.49 |
| 2025 Q2 | ADDED | 29,642 | +361 | +1.2% | 3.22% | $8.6M | $285.83 |
| 2025 Q1 | REDUCED | 29,281 | -1,270 | -4.2% | 3.02% | $7.2M | $240.37 |
| 2024 Q4 | REDUCED | 30,551 | -199 | -0.6% | 2.60% | $7.3M | $233.69 |
| 2024 Q3 | REDUCED | 30,750 | -38 | -0.1% | 2.27% | $6.5M | $204.31 |
| 2024 Q2 | ADDED | 30,788 | +311 | +1.0% | 2.26% | $6.2M | $194.90 |
| 2024 Q1 | REDUCED | 30,477 | -1,873 | -5.8% | 2.25% | $6.1M | $191.89 |
| 2023 Q4 | ADDED | 32,350 | +2,478 | +8.3% | 2.07% | $5.5M | $161.96 |
| 2023 Q3 | REDUCED | 29,872 | -297 | -1.0% | 2.14% | $4.3M | $137.07 |
As of 2025 Q4 — sorted by position size