JPMorgan Chase & Co. shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 26k | 200.30 |
| 2023-12-31 | $4.2M | 25k | 170.10 |
| 2023-09-30 | $3.3M | 22k | 145.02 |
| 2023-06-30 | $3.1M | 22k | 145.44 |
| 2023-03-31 | $2.7M | 20k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.6M | 15k | 104.49 |
| 2022-06-30 | $1.2M | 11k | 112.63 |
| 2022-03-31 | $1.4M | 9.9k | 136.34 |
| 2021-12-31 | $1.9M | 12k | 158.35 |
| 2021-09-30 | $2.1M | 13k | 163.65 |
| 2021-06-30 | $1.9M | 12k | 155.50 |
| 2021-03-31 | $1.7M | 11k | 152.27 |
| 2020-12-31 | $1.7M | 13k | 127.11 |
| 2020-09-30 | $998k | 10k | 96.25 |
| 2020-06-30 | $954k | 10k | 94.10 |
| 2020-03-31 | $1.5M | 17k | 90.03 |
| 2019-12-31 | $2.1M | 15k | 139.42 |
| 2019-09-30 | $1.7M | 15k | 117.66 |
| 2019-06-30 | $1.6M | 14k | 113.79 |
| 2019-03-31 | $1.2M | 12k | 101.24 |
| 2018-12-31 | $891k | 9.1k | 97.62 |
| 2018-09-30 | $714k | 6.3k | 112.80 |
| 2018-06-30 | $346k | 3.3k | 104.12 |
| 2018-03-31 | $820k | 7.6k | 107.87 |
| 2017-12-31 | $745k | 6.8k | 108.82 |
| 2017-09-30 | $582k | 6.0k | 96.47 |
| 2017-06-30 | $242k | 2.6k | 93.36 |
| 2017-03-31 | $230k | 2.7k | 86.37 |
| 2016-12-31 | $223k | 2.7k | 83.74 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency