JPMorgan Chase & Co. shares owned by Monarch Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Monarch Capital Management
from 13F filings
Historical chart of Monarch Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Monarch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 29k | 200.30 |
| 2023-12-31 | $4.9M | 29k | 170.10 |
| 2023-09-30 | $4.4M | 30k | 145.02 |
| 2023-06-30 | $4.4M | 30k | 145.44 |
| 2023-03-31 | $4.0M | 31k | 130.31 |
| 2022-12-31 | $4.3M | 32k | 134.10 |
| 2022-09-30 | $3.5M | 33k | 104.49 |
| 2022-06-30 | $3.8M | 33k | 112.62 |
| 2022-03-31 | $4.5M | 33k | 136.33 |
| 2021-12-31 | $5.1M | 32k | 158.34 |
| 2021-09-30 | $5.2M | 32k | 163.68 |
| 2021-06-30 | $4.6M | 30k | 155.53 |
| 2021-03-31 | $3.6M | 24k | 152.24 |
| 2020-12-31 | $3.1M | 25k | 127.08 |
| 2020-09-30 | $2.4M | 25k | 96.27 |
| 2020-06-30 | $2.4M | 25k | 94.06 |
| 2020-03-31 | $2.4M | 26k | 90.04 |
| 2019-12-31 | $3.3M | 24k | 139.38 |
| 2019-09-30 | $2.7M | 23k | 117.70 |
| 2019-06-30 | $2.6M | 23k | 111.79 |
| 2019-03-31 | $2.4M | 24k | 101.24 |
| 2018-12-31 | $2.3M | 23k | 97.63 |
| 2018-09-30 | $2.5M | 22k | 112.82 |
| 2018-06-30 | $2.4M | 23k | 104.22 |
| 2018-03-31 | $2.5M | 23k | 109.97 |
| 2017-12-31 | $2.5M | 24k | 106.92 |
| 2017-09-30 | $2.3M | 24k | 95.51 |
| 2017-06-30 | $2.3M | 25k | 91.40 |
| 2017-03-31 | $2.4M | 27k | 87.82 |
| 2016-12-31 | $2.4M | 28k | 86.28 |
| 2016-09-30 | $1.9M | 28k | 66.58 |
| 2016-06-30 | $1.7M | 28k | 62.14 |
| 2016-03-31 | $872k | 15k | 59.20 |
| 2015-12-31 | $1.8M | 27k | 66.03 |
| 2015-09-30 | $1.7M | 27k | 60.96 |
| 2015-06-30 | $1.9M | 27k | 67.77 |
| 2015-03-31 | $1.7M | 27k | 60.57 |
| 2014-12-31 | $1.7M | 27k | 62.59 |
| 2014-09-30 | $1.6M | 27k | 60.23 |
| 2014-06-30 | $1.7M | 30k | 57.63 |
| 2014-03-31 | $1.8M | 30k | 60.72 |
| 2013-12-31 | $1.7M | 30k | 58.48 |
| 2013-09-30 | $1.5M | 30k | 51.68 |
| 2013-06-30 | $1.6M | 30k | 52.79 |
| 2013-03-31 | $1.5M | 31k | 47.47 |
| 2012-12-31 | $1.4M | 31k | 43.98 |
| 2012-09-30 | $1.3M | 31k | 40.46 |
| 2012-06-30 | $1.1M | 30k | 35.73 |
| 2012-03-31 | $1.1M | 24k | 45.98 |
| 2011-12-31 | $851k | 26k | 33.24 |
| 2011-09-30 | $623k | 21k | 30.13 |
| 2011-06-30 | $847k | 21k | 40.96 |
| 2011-03-31 | $952k | 21k | 46.10 |
| 2010-12-31 | $901k | 21k | 42.40 |
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