JPMorgan Chase & Co. shares owned by Balentine
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Balentine
from 13F filings
Historical chart of Balentine investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $2.3M | 16k | 145.02 |
| 2023-06-30 | $2.7M | 18k | 145.44 |
| 2023-03-31 | $3.2M | 25k | 130.31 |
| 2022-12-31 | $3.6M | 27k | 134.10 |
| 2022-09-30 | $2.5M | 24k | 104.49 |
| 2022-06-30 | $3.8M | 34k | 112.62 |
| 2022-03-31 | $5.3M | 39k | 136.31 |
| 2021-12-31 | $3.9M | 25k | 158.37 |
| 2021-09-30 | $3.2M | 20k | 163.71 |
| 2021-06-30 | $1.3M | 8.2k | 155.51 |
| 2021-03-31 | $1.3M | 8.3k | 152.28 |
| 2020-12-31 | $992k | 7.8k | 127.13 |
| 2020-09-30 | $635k | 6.6k | 96.31 |
| 2020-06-30 | $254k | 2.7k | 94.21 |
| 2020-03-31 | $246k | 2.7k | 90.11 |
| 2019-12-31 | $410k | 2.9k | 139.55 |
| 2019-09-30 | $236k | 2.0k | 117.65 |
| 2019-06-30 | $130k | 1.2k | 112.07 |
| 2019-03-31 | $141k | 1.4k | 101.22 |
| 2018-12-31 | $144k | 1.5k | 97.49 |
| 2018-09-30 | $56k | 492 | 113.82 |
| 2017-12-31 | $292k | 2.7k | 107.00 |
| 2017-09-30 | $246k | 2.6k | 95.42 |
| 2017-06-30 | $234k | 2.6k | 91.48 |
| 2017-03-31 | $227k | 2.6k | 87.95 |
| 2016-12-31 | $164k | 1.9k | 86.32 |
| 2016-09-30 | $127k | 1.9k | 66.49 |
| 2016-06-30 | $104k | 1.7k | 62.31 |
| 2016-03-31 | $175k | 3.0k | 59.06 |
| 2015-12-31 | $196k | 3.0k | 66.15 |
| 2015-09-30 | $315k | 5.2k | 60.88 |
| 2015-06-30 | $283k | 4.2k | 67.75 |
| 2015-03-31 | $264k | 4.4k | 60.58 |