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JPMorgan Chase & Co. shares owned by Trust

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

Historical chart of Trust investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 6.6k 200.30
2023-12-31 $1.3M 7.4k 170.10
2023-09-30 $1.1M 7.6k 145.02
2023-06-30 $1.6M 11k 145.44
2023-03-31 $2.1M 16k 130.31
2022-12-31 $2.1M 16k 134.08
2022-09-30 $1.7M 16k 104.49
2022-06-30 $1.3M 12k 112.63
2022-03-31 $1.5M 11k 136.32
2021-12-31 $1.8M 12k 158.37
2021-09-30 $1.9M 12k 163.66
2021-06-30 $1.8M 12k 155.51
2021-03-31 $1.8M 12k 152.22
2020-12-31 $1.7M 14k 127.09
2020-09-30 $1.5M 16k 96.27
2020-06-30 $1.4M 15k 94.08
2020-03-31 $1.6M 18k 90.02
2019-12-31 $2.8M 20k 139.40
2019-09-30 $2.6M 22k 117.69
2019-06-30 $2.5M 22k 111.79
2019-03-31 $3.6M 36k 101.23
2018-12-31 $3.5M 36k 97.62
2018-09-30 $4.4M 39k 112.84
2018-06-30 $4.4M 42k 104.20
2018-03-31 $4.8M 44k 109.98
2017-12-31 $12M 107k 106.94
2017-09-30 $11M 117k 95.51
2017-06-30 $11M 120k 91.40
2017-03-31 $9.5M 108k 87.84
2016-12-31 $9.0M 104k 86.29
2016-09-30 $7.3M 110k 66.59
2016-06-30 $5.8M 93k 62.14
2016-03-31 $5.1M 85k 59.22
2015-12-31 $5.2M 80k 66.03
2015-09-30 $4.6M 76k 60.97
2015-06-30 $3.8M 57k 67.76
2015-03-31 $3.0M 50k 60.57