JPM — JPMORGAN CHASE & CO

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, 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.

Peak position
1.11% (2025 Q2)
Avg. % of fund
0.85%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,954 -1,917 -4.5% 1.08% $13.2M $320.77
2025 Q3 REDUCED 42,871 -1,500 -3.4% 1.10% $13.5M $312.49
2025 Q2 REDUCED 44,371 -733 -1.6% 1.11% $12.9M $285.83
2025 Q1 REDUCED 45,104 -432 -0.9% 1.03% $11.1M $240.37
21 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%
← Back to XML Financial, LLC Holdings