JPMorgan Chase & Co. shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 48k | 200.30 |
| 2023-12-31 | $7.3M | 43k | 170.10 |
| 2023-09-30 | $6.2M | 43k | 145.02 |
| 2023-06-30 | $6.2M | 42k | 145.44 |
| 2023-03-31 | $5.5M | 42k | 130.31 |
| 2022-12-31 | $5.7M | 42k | 134.10 |
| 2022-09-30 | $4.3M | 41k | 104.50 |
| 2022-06-30 | $4.3M | 38k | 112.62 |
| 2022-03-31 | $5.0M | 39k | 128.47 |
| 2021-12-31 | $6.1M | 39k | 158.36 |
| 2021-09-30 | $6.3M | 39k | 163.69 |
| 2021-06-30 | $5.4M | 35k | 155.54 |
| 2021-03-31 | $5.2M | 34k | 152.24 |
| 2020-12-31 | $4.3M | 34k | 127.07 |
| 2020-09-30 | $3.1M | 33k | 96.28 |
| 2020-06-30 | $3.1M | 34k | 94.05 |
| 2020-03-31 | $2.9M | 32k | 90.04 |
| 2019-12-31 | $4.8M | 34k | 139.39 |
| 2019-09-30 | $4.0M | 34k | 117.70 |
| 2019-06-30 | $3.9M | 35k | 111.79 |
| 2019-03-31 | $4.5M | 44k | 101.23 |
| 2018-12-31 | $3.9M | 39k | 99.90 |
| 2018-09-30 | $3.2M | 28k | 112.86 |
| 2018-06-30 | $2.9M | 28k | 104.18 |
| 2018-03-31 | $3.0M | 28k | 109.96 |
| 2017-12-31 | $2.4M | 22k | 106.93 |
| 2017-09-30 | $2.2M | 23k | 95.53 |
| 2017-06-30 | $2.2M | 24k | 91.41 |
| 2017-03-31 | $2.0M | 23k | 87.86 |
| 2016-12-31 | $2.0M | 23k | 86.30 |
| 2016-09-30 | $1.6M | 25k | 66.60 |
| 2016-06-30 | $1.5M | 24k | 62.14 |
| 2016-03-31 | $1.6M | 28k | 59.23 |
| 2015-12-31 | $1.7M | 26k | 66.03 |
| 2015-09-30 | $1.5M | 25k | 60.98 |
| 2015-06-30 | $1.7M | 25k | 67.76 |
| 2015-03-31 | $1.5M | 25k | 60.60 |
| 2014-12-31 | $1.5M | 24k | 62.57 |
| 2014-09-30 | $1.4M | 23k | 60.23 |
| 2014-06-30 | $1.3M | 23k | 57.64 |
| 2014-03-31 | $41k | 150k | 0.27 |
| 2013-12-31 | $1.3M | 22k | 58.48 |
| 2013-09-30 | $1.1M | 21k | 51.69 |
| 2013-06-30 | $1.1M | 20k | 52.80 |
| 2013-03-31 | $887k | 19k | 47.48 |
| 2012-12-31 | $834k | 19k | 43.95 |