JPM JPMORGAN CHASE & CO COM

Ownership history in WRAPMANAGER INC  ·  41 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER 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
1.2% (2024 Q4)
Avg. % of fund
0.44%
First filed
2013 Q1
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,680 -1,317 -13.2% 0.95% $2.8M $320.77
2025 Q3 REDUCED 9,997 -2,953 -22.8% 0.97% $3.2M $312.49
2025 Q2 REDUCED 12,950 -1,352 -9.5% 0.91% $3.8M $285.83
2025 Q1 REDUCED 14,302 -5,313 -27.1% 0.92% $3.5M $240.37
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
← Back to WRAPMANAGER INC Holdings