JPM — JPMORGAN CHASE & CO

Ownership history in XPONANCE LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which XPONANCE 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
1.03% (2025 Q2)
Avg. % of fund
0.76%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 418,024 +18,219 +4.6% 1.01% $134.7M $320.77
2025 Q3 REDUCED 399,805 -27,228 -6.4% 1.00% $126.1M $312.49
2025 Q2 ADDED 427,033 +10,498 +2.5% 1.03% $123.8M $285.83
2025 Q1 REDUCED 416,535 -624 -0.1% 0.99% $102.2M $240.37
19 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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