Freestone Capital Holdings »

JPMorgan Chase & Co. shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $15M 102k 145.02
2023-06-30 $13M 91k 145.44
2023-03-31 $11M 87k 130.31
2022-12-31 $12M 86k 134.10
2022-09-30 $8.8M 84k 104.50
2022-06-30 $10M 90k 112.62
2022-03-31 $13M 97k 136.32
2021-12-31 $15M 93k 158.35
2021-09-30 $14M 86k 163.69
2021-06-30 $14M 92k 155.54
2021-03-31 $14M 91k 152.23
2020-12-31 $13M 99k 127.07
2020-09-30 $8.7M 90k 96.27
2020-06-30 $5.8M 61k 94.06
2020-03-31 $5.4M 60k 90.03
2019-12-31 $7.0M 50k 139.39
2019-09-30 $3.7M 31k 117.71
2019-06-30 $2.8M 25k 111.80
2019-03-31 $2.4M 23k 101.22
2018-12-31 $2.3M 24k 97.64
2018-09-30 $2.1M 18k 112.83
2018-06-30 $1.6M 15k 104.19
2018-03-31 $1.6M 14k 109.98
2017-12-31 $1.6M 15k 106.96
2017-09-30 $1.4M 15k 95.48
2017-06-30 $1.8M 20k 91.39
2017-03-31 $1.5M 18k 87.83
2016-12-31 $2.9M 33k 86.27
2016-09-30 $1.9M 29k 66.59
2016-06-30 $2.1M 34k 62.15
2016-03-31 $2.0M 34k 59.22
2015-12-31 $2.4M 36k 66.04
2015-09-30 $2.8M 46k 60.97
2015-06-30 $1.4M 21k 67.77
2015-03-31 $1.3M 22k 60.60
2014-06-30 $203k 3.5k 57.28

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Nike CL B (NKE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation Put Option (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.