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JPMorgan Chase & Co. shares owned by Plan

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

Historical chart of Plan investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 6.9k 170.10
2023-09-30 $885k 6.1k 145.02
2023-06-30 $956k 6.6k 145.44
2023-03-31 $887k 6.8k 130.31
2022-12-31 $1.1M 8.2k 134.10
2022-09-30 $827k 7.9k 104.45
2022-06-30 $856k 7.6k 112.65
2022-03-31 $998k 7.3k 136.38
2021-12-31 $1.2M 7.9k 158.33
2021-09-30 $1.3M 8.1k 163.65
2021-06-30 $1.2M 7.7k 155.52
2021-03-31 $1.2M 7.8k 152.17
2020-12-31 $1.1M 8.6k 127.07
2020-09-30 $479k 5.0k 96.18
2020-06-30 $532k 5.7k 94.11
2020-03-31 $556k 6.2k 90.06
2019-12-31 $913k 6.6k 139.37
2019-09-30 $760k 6.5k 117.67
2019-06-30 $700k 6.3k 111.73
2019-03-31 $665k 6.6k 101.26
2018-12-31 $514k 5.3k 97.55
2018-09-30 $585k 5.2k 112.78
2018-06-30 $826k 7.9k 104.23
2018-03-31 $860k 7.8k 109.88
2017-12-31 $771k 7.2k 107.02
2017-09-30 $649k 6.8k 95.65
2017-06-30 $586k 6.4k 91.72
2017-03-31 $544k 6.2k 87.69
2016-12-31 $538k 6.2k 86.45
2014-09-30 $277k 4.6k 60.22
2014-03-31 $303k 5.0k 60.48