Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, 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 | 4,907 | -30 | -0.6% | 1.14% | $1.6M | $320.77 |
| 2025 Q3 | REDUCED | 4,937 | -49 | -1.0% | 1.20% | $1.6M | $312.49 |
| 2025 Q2 | REDUCED | 4,986 | -46 | -0.9% | 1.22% | $1.4M | $285.83 |
| 2025 Q1 | REDUCED | 5,032 | -10 | -0.2% | 1.14% | $1.2M | $240.37 |
| 2024 Q4 | ADDED | 5,042 | +23 | +0.5% | 1.06% | $1.2M | $233.69 |
| 2024 Q3 | REDUCED | 5,019 | -212 | -4.1% | 0.94% | $1.1M | $204.31 |
| 2024 Q2 | REDUCED | 5,231 | -28 | -0.5% | 1.04% | $1.0M | $194.90 |
| 2023 Q4 | ADDED | 5,259 | +228 | +4.5% | 1.00% | $895K | $161.96 |
| 2022 Q4 | REDUCED | 5,031 | -176 | -3.4% | 0.96% | $675K | $123.99 |
| 2022 Q3 | ADDED | 5,207 | +88 | +1.7% | 0.88% | $544K | $95.76 |
As of 2025 Q4 — sorted by position size