JPMorgan Chase & Co. shares owned by Westwood Holdings
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Westwood Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $135M | 934k | 145.02 |
2023-06-30 | $123M | 848k | 145.44 |
2023-03-31 | $168M | 1.3M | 130.31 |
2022-12-31 | $180M | 1.3M | 134.10 |
2022-09-30 | $121M | 1.2M | 104.50 |
2022-06-30 | $51M | 453k | 112.61 |
2022-03-31 | $69M | 505k | 136.32 |
2021-12-31 | $52M | 328k | 158.35 |
2021-09-30 | $54M | 332k | 163.69 |
2021-06-30 | $54M | 347k | 155.54 |
2021-03-31 | $125M | 821k | 152.23 |
2020-12-31 | $161M | 1.3M | 127.07 |
2020-09-30 | $127M | 1.3M | 96.27 |
2020-06-30 | $125M | 1.3M | 94.06 |
2020-03-31 | $122M | 1.4M | 90.03 |
2019-12-31 | $180M | 1.3M | 139.40 |
2019-09-30 | $169M | 1.4M | 117.69 |
2019-06-30 | $166M | 1.5M | 111.80 |
2019-03-31 | $188M | 1.9M | 101.23 |
2018-12-31 | $194M | 2.0M | 97.62 |
2018-09-30 | $244M | 2.2M | 112.84 |
2018-06-30 | $236M | 2.3M | 104.20 |
2018-03-31 | $159M | 1.4M | 109.97 |
2017-12-31 | $185M | 1.7M | 106.94 |
2017-09-30 | $161M | 1.7M | 95.51 |
2017-06-30 | $172M | 1.9M | 91.40 |
2017-03-31 | $159M | 1.8M | 87.84 |
2016-12-31 | $162M | 1.9M | 86.29 |
2016-09-30 | $143M | 2.1M | 66.59 |
2016-06-30 | $146M | 2.4M | 62.14 |
2016-03-31 | $147M | 2.5M | 59.22 |
2015-12-31 | $161M | 2.4M | 66.03 |
2015-09-30 | $152M | 2.5M | 60.97 |
2015-06-30 | $170M | 2.5M | 67.76 |
2015-03-31 | $168M | 2.8M | 60.58 |
2014-12-31 | $164M | 2.6M | 62.58 |
2014-09-30 | $176M | 2.9M | 60.24 |
2014-06-30 | $192M | 3.3M | 57.62 |
2014-03-31 | $196M | 3.2M | 60.71 |
2013-12-31 | $204M | 3.5M | 58.48 |
2013-09-30 | $171M | 3.3M | 51.69 |
2013-06-30 | $147M | 2.8M | 52.79 |