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JPMorgan Chase & Co. shares owned by Marathon Capital Management

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

Historical chart of Marathon Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Marathon Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 21k 170.10
2023-09-30 $3.0M 20k 145.02
2023-06-30 $2.9M 20k 145.44
2023-03-31 $2.6M 20k 130.31
2022-12-31 $499k 3.7k 134.10
2022-09-30 $419k 4.0k 104.51
2022-06-30 $451k 4.0k 112.58
2021-12-31 $618k 3.9k 158.38
2021-09-30 $786k 4.8k 163.82
2021-06-30 $597k 3.8k 155.31
2021-03-31 $548k 3.6k 152.22
2020-12-31 $470k 3.7k 127.03
2020-09-30 $354k 3.7k 96.14
2020-06-30 $311k 3.3k 94.04
2020-03-31 $276k 3.1k 89.76
2019-12-31 $432k 3.1k 139.35