JPM — JPMORGAN CHASE & CO COM

Ownership history in WEST PACES ADVISORS INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in JPMORGAN CHASE & CO COM (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
1.85% (2023 Q3)
Avg. % of fund
0.73%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,997 +40 +0.4% 0.69% $3.5M $320.77
2025 Q3 REDUCED 10,957 -293 -2.6% 0.69% $3.5M $312.49
2025 Q2 REDUCED 11,250 -56 -0.5% 0.69% $3.3M $285.83
2025 Q1 ADDED 11,306 +106 +0.9% 0.63% $2.8M $240.37
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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