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JPMorgan Chase & Co. shares owned by Sterneck Capital Management

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

Historical chart of Sterneck Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sterneck Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $916k 4.6k 200.29
2023-12-31 $963k 5.7k 170.10
2023-09-30 $865k 6.0k 145.03
2023-06-30 $937k 6.4k 145.44
2023-03-31 $839k 6.4k 130.32
2022-12-31 $863k 6.4k 134.10
2022-09-30 $673k 6.4k 104.55
2022-06-30 $723k 6.4k 112.55
2022-03-31 $826k 6.1k 136.24
2021-12-31 $1.0M 6.5k 158.31
2021-09-30 $1.1M 6.5k 163.73
2021-06-30 $980k 6.5k 151.66
2021-03-31 $1.0M 6.8k 152.25
2020-12-31 $901k 7.1k 127.13
2020-09-30 $682k 7.1k 96.23
2020-06-30 $669k 7.1k 94.09
2020-03-31 $977k 7.0k 139.33
2019-12-31 $977k 7.0k 139.33
2019-09-30 $885k 7.5k 117.75
2019-06-30 $878k 7.9k 111.76
2019-03-31 $790k 7.8k 101.22
2018-12-31 $706k 7.2k 97.65
2018-09-30 $1.2M 11k 112.83
2018-06-30 $1.2M 12k 104.16
2018-03-31 $1.7M 15k 109.98
2017-12-31 $2.8M 26k 106.94
2017-09-30 $3.0M 31k 95.51
2017-06-30 $2.9M 32k 91.39
2017-03-31 $2.9M 33k 87.83
2016-12-31 $3.1M 36k 86.29
2016-09-30 $2.6M 39k 66.60
2016-06-30 $3.8M 62k 62.14
2016-03-31 $3.5M 59k 59.23
2015-12-31 $2.9M 44k 66.02
2015-09-30 $2.2M 36k 60.98
2015-06-30 $2.3M 34k 67.75
2015-03-31 $3.9M 64k 60.59
2014-12-31 $4.0M 64k 62.58
2014-09-30 $3.7M 61k 60.24
2014-06-30 $3.5M 61k 57.61
2014-03-31 $4.0M 66k 60.71
2013-12-31 $4.5M 78k 58.48
2013-09-30 $4.1M 80k 51.69
2013-06-30 $3.5M 67k 52.79

More positions owned by Sterneck Capital Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Inter Duration Pfd & Income (FPF)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Walt Disney Company (DIS)
Microsoft Corporation (MSFT)

View all positions for Sterneck Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.