JPMorgan Chase & Co. shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 8.9k | 170.10 |
| 2023-09-30 | $1.3M | 8.8k | 145.01 |
| 2023-06-30 | $1.2M | 8.6k | 145.44 |
| 2023-03-31 | $1.4M | 10k | 130.31 |
| 2022-12-31 | $1.3M | 10k | 134.10 |
| 2022-09-30 | $998k | 9.6k | 104.47 |
| 2022-06-30 | $963k | 8.6k | 112.58 |
| 2022-03-31 | $980k | 7.2k | 136.26 |
| 2021-12-31 | $722k | 4.6k | 158.44 |
| 2021-09-30 | $662k | 4.0k | 163.62 |
| 2021-06-30 | $634k | 4.1k | 155.62 |
| 2021-03-31 | $637k | 4.2k | 152.14 |
| 2020-12-31 | $510k | 4.0k | 127.18 |
| 2020-09-30 | $329k | 3.4k | 96.26 |
| 2020-06-30 | $354k | 3.8k | 94.00 |
| 2020-03-31 | $591k | 6.6k | 90.08 |
| 2019-12-31 | $1.1M | 7.6k | 139.45 |
| 2019-09-30 | $887k | 7.5k | 117.70 |
| 2019-06-30 | $1.1M | 10k | 111.82 |
| 2019-03-31 | $777k | 7.7k | 101.29 |
| 2018-12-31 | $926k | 9.5k | 97.61 |
| 2018-09-30 | $573k | 5.1k | 112.84 |
| 2018-06-30 | $793k | 7.6k | 104.18 |
| 2018-03-31 | $1.0M | 9.2k | 109.93 |
| 2017-12-31 | $432k | 4.0k | 107.04 |
| 2017-09-30 | $431k | 4.5k | 95.57 |
| 2017-06-30 | $1.1M | 12k | 91.38 |
| 2017-03-31 | $604k | 6.9k | 87.87 |
| 2016-12-31 | $654k | 7.6k | 86.35 |
| 2016-09-30 | $729k | 11k | 66.62 |
| 2016-06-30 | $699k | 11k | 62.16 |
| 2016-03-31 | $707k | 12k | 59.26 |
| 2015-12-31 | $622k | 9.4k | 66.00 |