JPMorgan Chase & Co. shares owned by Novare Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 89k | 170.10 |
| 2023-09-30 | $12M | 86k | 145.02 |
| 2023-06-30 | $13M | 87k | 145.44 |
| 2023-03-31 | $11M | 86k | 130.31 |
| 2022-12-31 | $12M | 88k | 134.10 |
| 2022-09-30 | $9.9M | 95k | 104.50 |
| 2022-06-30 | $12M | 102k | 112.61 |
| 2022-03-31 | $14M | 103k | 136.32 |
| 2021-12-31 | $16M | 104k | 158.35 |
| 2021-09-30 | $17M | 104k | 163.69 |
| 2021-06-30 | $16M | 103k | 155.54 |
| 2021-03-31 | $13M | 104k | 127.07 |
| 2020-12-31 | $13M | 104k | 127.07 |
| 2020-09-30 | $10M | 105k | 96.27 |
| 2020-06-30 | $9.2M | 97k | 94.06 |
| 2020-03-31 | $8.5M | 95k | 90.03 |
| 2019-12-31 | $13M | 91k | 139.40 |
| 2019-09-30 | $11M | 91k | 117.69 |
| 2019-06-30 | $9.9M | 88k | 111.80 |
| 2019-03-31 | $9.0M | 89k | 101.23 |
| 2018-12-31 | $8.8M | 90k | 97.62 |
| 2018-09-30 | $9.8M | 87k | 112.84 |
| 2018-06-30 | $8.5M | 82k | 104.20 |
| 2018-03-31 | $7.3M | 67k | 109.97 |
| 2017-12-31 | $6.7M | 63k | 106.94 |
| 2017-09-30 | $6.1M | 63k | 95.51 |
| 2017-06-30 | $2.1M | 22k | 91.41 |
| 2017-03-31 | $1.8M | 21k | 87.85 |
| 2016-12-31 | $1.8M | 21k | 86.30 |
| 2016-09-30 | $1.3M | 19k | 66.62 |
| 2016-06-30 | $1.2M | 20k | 62.12 |
| 2016-03-31 | $1.3M | 22k | 59.21 |
| 2015-12-31 | $1.8M | 27k | 66.03 |
| 2015-09-30 | $1.7M | 28k | 60.95 |
| 2015-06-30 | $1.7M | 25k | 67.75 |
| 2015-03-31 | $1.6M | 26k | 60.58 |
| 2014-12-31 | $1.6M | 26k | 62.59 |
| 2014-09-30 | $1.4M | 23k | 60.25 |
| 2014-06-30 | $1.4M | 25k | 57.60 |
| 2014-03-31 | $1.8M | 30k | 60.72 |
| 2013-12-31 | $1.8M | 32k | 58.48 |
| 2013-09-30 | $1.6M | 32k | 51.68 |
| 2013-06-30 | $1.4M | 26k | 52.77 |