Position history for Kovitz Investment Group Partners, LLC's holdings in JPMORGAN CHASE & CO
Kovitz Investment Group Partners, LLC holds 81,982 shares of JPM (JPMORGAN CHASE & CO), worth $26.4M as of 2025-Q4. The position was decreased (-87.1% shares). JPM represents 0.6% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$26.4M
Current Shares
81,982
Total Value Change
-$160.8M
Total Shares Change
-843,471
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 81,982 |
-87.1% |
| $26.4M |
| 0.6% |
| $321.97 |
0 |
| 2025-Q3 | Increased | 636,914 | +0.5% | $200.9M | 0.8% | $312.75 | 43 |
| 2025-Q2 | Increased | 633,623 | +19.0% | $183.7M | 0.8% | $283.07 | 51 |
| 2025-Q1 | Decreased | 532,446 | -37.4% | $130.6M | 0.7% | $237.97 | 0 |
| 2024-Q4 | Increased | 849,987 | +4.8% | $203.8M | 1.0% | $233.31 | 45 |
| 2024-Q3 | Decreased | 810,809 | -12.4% | $161.2M | 1.1% | $203.96 | 0 |
| 2024-Q2 | Increased | 925,453 | +9.0% | $187.2M | 1.6% | $194.90 | 52 |