JPMorgan Chase & Co. shares owned by Family Firm
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $922k | 4.6k | 200.29 |
| 2023-12-31 | $746k | 4.4k | 170.09 |
| 2023-09-30 | $633k | 4.4k | 145.03 |
| 2023-06-30 | $633k | 4.3k | 145.44 |
| 2023-03-31 | $564k | 4.3k | 130.29 |
| 2022-12-31 | $575k | 4.3k | 134.11 |
| 2022-09-30 | $370k | 3.5k | 104.52 |
| 2022-06-30 | $551k | 3.5k | 158.38 |
| 2022-03-31 | $551k | 3.5k | 158.38 |
| 2021-12-31 | $551k | 3.5k | 158.38 |
| 2021-09-30 | $614k | 3.6k | 170.79 |
| 2021-06-30 | $557k | 3.6k | 155.59 |
| 2021-03-31 | $555k | 3.6k | 152.35 |
| 2020-12-31 | $503k | 3.6k | 138.72 |
| 2020-09-30 | $337k | 3.5k | 96.23 |
| 2020-06-30 | $375k | 4.0k | 94.03 |
| 2020-03-31 | $568k | 6.3k | 90.07 |
| 2019-12-31 | $878k | 6.3k | 139.48 |
| 2019-09-30 | $761k | 6.5k | 117.62 |
| 2019-06-30 | $722k | 6.5k | 111.78 |
| 2019-03-31 | $446k | 4.4k | 101.13 |
| 2018-12-31 | $354k | 3.6k | 97.49 |
| 2018-09-30 | $408k | 3.6k | 112.77 |
| 2018-06-30 | $362k | 3.5k | 104.14 |
| 2018-03-31 | $361k | 3.3k | 109.99 |
| 2017-12-31 | $426k | 4.0k | 106.85 |
| 2017-09-30 | $408k | 4.3k | 95.60 |
| 2017-06-30 | $389k | 4.3k | 91.34 |
| 2017-03-31 | $310k | 3.5k | 87.84 |
| 2016-12-31 | $297k | 3.4k | 86.26 |
| 2016-09-30 | $233k | 3.5k | 66.55 |
| 2016-06-30 | $217k | 3.5k | 62.20 |
| 2016-03-31 | $206k | 3.5k | 59.23 |
| 2015-12-31 | $247k | 3.7k | 66.17 |
| 2015-09-30 | $232k | 3.8k | 61.08 |
| 2015-06-30 | $228k | 3.4k | 67.66 |
| 2014-12-31 | $200k | 3.2k | 62.52 |