JPMorgan Chase & Co. shares owned by PDS Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.0M | 40k | 200.30 |
| 2023-12-31 | $6.5M | 38k | 170.10 |
| 2023-09-30 | $5.4M | 37k | 145.02 |
| 2023-06-30 | $5.4M | 37k | 145.44 |
| 2023-03-31 | $4.6M | 36k | 130.31 |
| 2022-12-31 | $4.4M | 33k | 134.10 |
| 2022-09-30 | $3.4M | 33k | 104.51 |
| 2022-06-30 | $3.6M | 32k | 112.62 |
| 2022-03-31 | $3.9M | 28k | 136.33 |
| 2021-12-31 | $4.1M | 26k | 158.33 |
| 2021-09-30 | $4.2M | 26k | 163.71 |
| 2021-06-30 | $3.9M | 25k | 155.54 |
| 2021-03-31 | $3.8M | 25k | 152.21 |
| 2020-12-31 | $3.5M | 27k | 127.08 |
| 2020-09-30 | $2.4M | 25k | 96.27 |
| 2020-06-30 | $2.4M | 25k | 94.08 |
| 2020-03-31 | $2.2M | 25k | 90.02 |
| 2019-12-31 | $1.5M | 11k | 139.37 |
| 2019-09-30 | $1.3M | 11k | 117.65 |
| 2019-06-30 | $1.0M | 9.1k | 111.83 |
| 2019-03-31 | $848k | 8.4k | 101.23 |
| 2018-12-31 | $999k | 10k | 97.65 |
| 2018-09-30 | $1.2M | 11k | 112.88 |
| 2018-06-30 | $1.0M | 9.7k | 104.21 |
| 2018-03-31 | $1.1M | 9.7k | 110.01 |
| 2017-12-31 | $1.0M | 9.6k | 106.91 |