JPMorgan Chase & Co. shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.2M | 36k | 200.30 |
| 2023-09-30 | $4.6M | 32k | 145.02 |
| 2023-06-30 | $4.8M | 33k | 145.45 |
| 2023-03-31 | $9.9M | 76k | 130.31 |
| 2022-12-31 | $10M | 76k | 134.10 |
| 2022-09-30 | $6.6M | 63k | 104.52 |
| 2022-06-30 | $8.6M | 78k | 110.60 |
| 2022-03-31 | $6.7M | 50k | 136.30 |
| 2021-12-31 | $6.5M | 41k | 158.36 |
| 2021-09-30 | $6.2M | 39k | 156.40 |
| 2021-06-30 | $5.8M | 37k | 155.54 |
| 2021-03-31 | $4.8M | 31k | 152.21 |
| 2020-12-31 | $4.4M | 34k | 127.05 |
| 2020-09-30 | $3.0M | 34k | 90.05 |
| 2020-06-30 | $4.1M | 44k | 94.03 |
| 2020-03-31 | $3.0M | 34k | 90.05 |
| 2019-12-31 | $4.6M | 33k | 139.41 |
| 2019-09-30 | $3.8M | 32k | 117.69 |
| 2019-06-30 | $4.0M | 36k | 111.80 |
| 2019-03-31 | $3.6M | 36k | 101.21 |
| 2018-12-31 | $3.3M | 34k | 97.62 |
| 2018-09-30 | $3.4M | 30k | 112.84 |
| 2018-06-30 | $2.6M | 25k | 104.21 |
| 2018-03-31 | $2.0M | 19k | 109.95 |
| 2017-12-31 | $1.8M | 17k | 106.95 |
| 2017-09-30 | $1.9M | 20k | 95.50 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management