JPMorgan Chase & Co. shares owned by Proficio Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Proficio Capital Partners
from 13F filings
Historical chart of Proficio Capital Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Proficio Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 14k | 200.30 |
| 2023-09-30 | $1.9M | 13k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.44 |
| 2023-03-31 | $1.6B | 1.5M | 1046.52 |
| 2022-12-31 | $1.5M | 11k | 134.16 |
| 2022-09-30 | $1.1M | 11k | 105.85 |
| 2022-06-30 | $1.5M | 13k | 112.64 |
| 2022-03-31 | $2.0M | 15k | 136.21 |
| 2021-12-31 | $2.1M | 13k | 158.36 |
| 2021-09-30 | $2.2M | 13k | 163.68 |
| 2021-06-30 | $1.8M | 12k | 155.54 |
| 2021-03-31 | $1.7M | 12k | 150.89 |
| 2020-12-31 | $1.1M | 8.5k | 127.12 |
| 2020-09-30 | $722k | 8.0k | 90.53 |
| 2020-06-30 | $793k | 8.4k | 94.06 |
| 2020-03-31 | $666k | 8.2k | 81.39 |
| 2019-12-31 | $851k | 6.1k | 139.46 |
| 2019-09-30 | $673k | 5.7k | 117.64 |
| 2019-06-30 | $719k | 6.4k | 111.82 |
| 2019-03-31 | $609k | 6.0k | 101.21 |
| 2018-12-31 | $498k | 5.1k | 97.61 |
| 2018-09-30 | $487k | 4.3k | 112.84 |
| 2018-06-30 | $451k | 4.3k | 104.13 |
| 2018-03-31 | $469k | 4.3k | 110.07 |
| 2017-12-31 | $375k | 3.5k | 106.96 |
| 2017-09-30 | $330k | 3.5k | 95.51 |
| 2017-06-30 | $403k | 4.3k | 93.18 |
| 2017-03-31 | $347k | 4.1k | 85.66 |
| 2016-12-31 | $3.6M | 42k | 86.28 |
| 2016-09-30 | $95k | 1.4k | 66.71 |
| 2016-06-30 | $90k | 1.4k | 64.15 |
| 2016-03-31 | $47k | 790 | 59.49 |
| 2015-12-31 | $51k | 771 | 66.15 |