JPMorgan Chase & Co. shares owned by TD Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TD Capital Management
from 13F filings
Historical chart of TD Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by TD Capital Management 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 TD Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $132k | 777 | 170.01 |
| 2023-12-31 | $132k | 777 | 170.01 |
| 2023-09-30 | $172k | 1.2k | 144.97 |
| 2023-06-30 | $172k | 1.2k | 145.50 |
| 2023-03-31 | $154k | 1.2k | 130.32 |
| 2022-12-31 | $167k | 1.2k | 134.14 |
| 2022-09-30 | $123k | 1.2k | 104.86 |
| 2021-12-31 | $189k | 1.2k | 158.69 |
| 2021-09-30 | $208k | 1.3k | 163.78 |
| 2021-06-30 | $197k | 1.3k | 155.36 |
| 2021-03-31 | $193k | 1.3k | 152.45 |
| 2020-12-31 | $157k | 1.2k | 126.72 |
| 2020-09-30 | $119k | 1.2k | 96.28 |
| 2020-06-30 | $107k | 1.1k | 94.27 |
| 2020-03-31 | $93k | 1.0k | 89.94 |
| 2019-12-31 | $130k | 934 | 139.19 |
| 2019-09-30 | $119k | 1.0k | 117.47 |
| 2019-06-30 | $113k | 1.0k | 111.55 |
| 2019-03-31 | $103k | 1.0k | 101.68 |
| 2018-12-31 | $99k | 1.0k | 97.73 |
| 2018-09-30 | $114k | 1.0k | 112.54 |
| 2018-06-30 | $117k | 1.1k | 104.28 |
| 2018-03-31 | $123k | 1.1k | 109.63 |
| 2017-12-31 | $120k | 1.1k | 106.95 |
| 2017-09-30 | $107k | 1.1k | 95.37 |
| 2017-06-30 | $84k | 924 | 90.91 |
| 2017-03-31 | $81k | 919 | 88.14 |
| 2016-12-31 | $79k | 915 | 86.34 |
| 2016-09-30 | $61k | 909 | 67.11 |
| 2016-06-30 | $7.0k | 109 | 64.22 |
| 2016-03-31 | $6.0k | 109 | 55.05 |
| 2015-12-31 | $7.0k | 109 | 64.22 |
| 2015-09-30 | $7.0k | 109 | 64.22 |
| 2015-06-30 | $7.0k | 109 | 64.22 |
| 2015-03-31 | $7.0k | 109 | 64.22 |
| 2014-12-31 | $28k | 448 | 62.50 |
| 2014-09-30 | $27k | 445 | 60.67 |
| 2014-06-30 | $25k | 442 | 56.56 |
| 2014-03-31 | $27k | 439 | 61.50 |
| 2013-12-31 | $25k | 436 | 57.34 |
| 2013-09-30 | $22k | 432 | 50.93 |
| 2013-06-30 | $23k | 429 | 53.61 |