JPMorgan Chase & Co. shares owned by Davy Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Davy Asset Management
from 13F filings
Historical chart of Davy Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Davy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 114k | 170.10 |
| 2023-09-30 | $6.9M | 48k | 145.02 |
| 2023-06-30 | $6.7M | 46k | 145.44 |
| 2023-03-31 | $5.9M | 45k | 130.31 |
| 2022-12-31 | $6.2M | 46k | 134.10 |
| 2022-09-30 | $4.9M | 47k | 104.51 |
| 2022-06-30 | $5.2M | 46k | 112.62 |
| 2022-03-31 | $6.3M | 46k | 136.32 |
| 2021-12-31 | $7.4M | 47k | 158.34 |
| 2021-09-30 | $7.8M | 48k | 163.69 |
| 2021-06-30 | $7.5M | 49k | 155.54 |
| 2021-03-31 | $7.5M | 49k | 152.24 |
| 2020-12-31 | $6.3M | 49k | 127.07 |
| 2020-09-30 | $7.3M | 76k | 96.27 |
| 2020-06-30 | $7.2M | 77k | 94.06 |
| 2020-03-31 | $7.1M | 79k | 90.03 |
| 2019-12-31 | $13M | 90k | 139.40 |
| 2019-09-30 | $12M | 101k | 117.69 |
| 2019-06-30 | $11M | 101k | 111.80 |
| 2018-12-31 | $11M | 111k | 97.62 |
| 2018-09-30 | $16M | 137k | 117.30 |
| 2018-06-30 | $19M | 181k | 104.20 |
| 2017-03-31 | $25M | 250k | 99.28 |
| 2016-12-31 | $25M | 256k | 98.95 |
| 2016-09-30 | $20M | 278k | 71.65 |
| 2016-06-30 | $20M | 289k | 67.59 |
| 2016-03-31 | $20M | 320k | 62.94 |
| 2015-12-31 | $27M | 363k | 73.55 |
| 2015-09-30 | $29M | 436k | 66.10 |
| 2015-06-30 | $34M | 464k | 73.46 |
| 2015-03-31 | $34M | 502k | 68.24 |
| 2014-12-31 | $33M | 523k | 62.64 |