JPMorgan Chase & Co. shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Shepherd Financial 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 Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 46k | 200.30 |
| 2023-12-31 | $7.6M | 45k | 170.10 |
| 2023-09-30 | $6.5M | 45k | 145.02 |
| 2023-06-30 | $6.1M | 42k | 145.44 |
| 2023-03-31 | $5.3M | 41k | 130.30 |
| 2022-12-31 | $5.4M | 40k | 134.09 |
| 2022-09-30 | $4.2M | 40k | 104.50 |
| 2022-06-30 | $4.4M | 39k | 112.60 |
| 2022-03-31 | $5.2M | 38k | 136.27 |
| 2021-12-31 | $5.8M | 37k | 158.57 |
| 2021-09-30 | $5.9M | 36k | 163.62 |
| 2021-06-30 | $5.5M | 36k | 155.54 |
| 2021-03-31 | $5.3M | 35k | 152.23 |
| 2020-12-31 | $4.3M | 34k | 127.09 |
| 2020-09-30 | $3.2M | 33k | 96.28 |
| 2020-06-30 | $3.1M | 32k | 94.06 |
| 2020-03-31 | $2.8M | 31k | 90.01 |
| 2019-12-31 | $6.1M | 44k | 139.38 |
| 2019-09-30 | $5.3M | 46k | 117.66 |
| 2019-06-30 | $5.1M | 45k | 111.79 |
| 2019-03-31 | $4.7M | 46k | 101.24 |
| 2018-12-31 | $4.4M | 45k | 97.68 |
| 2018-09-30 | $4.4M | 42k | 104.22 |
| 2018-06-30 | $4.5M | 42k | 105.07 |
| 2018-03-31 | $4.4M | 40k | 109.91 |
| 2017-12-31 | $4.3M | 40k | 106.93 |
| 2017-09-30 | $4.0M | 42k | 96.44 |
| 2017-06-30 | $3.9M | 41k | 93.22 |
| 2017-03-31 | $3.9M | 45k | 86.21 |
| 2016-12-31 | $4.0M | 46k | 87.28 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners