Historical position

J.P. Morgan Asset Management’s Equifax Inc (EFX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

JPMorgan Chase & Co. (consolidated SEC filer)Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2015Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares3.55MHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

JPMorgan Chase & Co. (consolidated SEC filer) first reported Equifax Inc in Q3 2015. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2025. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Sold 58.4% of the position−849.50K shares · 604.12K shares remained
Filing context

Quarter-end price $259.38

Q1 2025
Bought 119.3% more+790.92K shares · 1.45M shares reported after the change
Filing context

Quarter-end price $243.56

Q3 2023
Sold 63.2% of the position−1.85M shares · 1.07M shares remained
Filing context

Quarter-end price $183.18

Q2 2023
Bought 14.0% more+358.87K shares · 2.92M shares reported after the change
Filing context

Quarter-end price $235.30

Q1 2023
Bought 28.5% more+568.86K shares · 2.56M shares reported after the change
Filing context

Quarter-end price $202.84

Q4 2022
Sold 24.2% of the position−635.28K shares · 1.99M shares remained
Filing context

Quarter-end price $194.36

Portfolio importance

How important was Equifax Inc in JPMorgan Chase & Co. (consolidated SEC filer)’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2025
Last reported rank#763Rank unavailable
Peak portfolio weight0.1%Q4 2021
Best historical rank#210Q4 2021
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$148.112026-09-25

Market context only; not an investor transaction price.

Latest filing quarter-end price$259.38Q2 2025

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

The reported holdings and portfolio value cover JPMorgan Chase & Co.'s consolidated 13F filing, not J.P. Morgan Asset Management alone, a single fund, or the firm's total assets under management. The displayed holdings and history are bounded selections; weights use the full reported 13F value. Portfolio performance is not published, and position-level estimates remain withheld unless their evidence gates pass.