Waldron »

JPMorgan Chase & Co. shares owned by Waldron

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

Historical chart of Waldron investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2M 42k 170.10
2023-09-30 $6.1M 42k 145.02
2023-06-30 $5.9M 41k 145.43
2023-03-31 $5.5M 43k 130.30
2022-12-31 $4.4M 42k 104.49
2022-09-30 $4.4M 42k 104.49
2022-06-30 $4.5M 40k 112.61
2022-03-31 $5.3M 39k 136.32
2021-12-31 $6.1M 38k 158.32
2021-09-30 $6.2M 38k 163.67
2021-06-30 $8.2M 53k 155.53
2021-03-31 $4.9M 32k 152.23
2020-12-31 $4.0M 32k 127.05
2020-09-30 $3.2M 33k 96.27
2020-06-30 $2.9M 31k 94.04
2020-03-31 $2.7M 30k 90.00
2019-12-31 $4.4M 32k 139.39
2019-09-30 $3.6M 31k 117.66
2019-06-30 $2.1M 18k 111.76
2019-03-31 $2.0M 20k 101.23
2018-12-31 $1.8M 18k 97.59
2018-09-30 $1.7M 15k 112.78
2018-06-30 $1.4M 13k 104.18
2018-03-31 $1.6M 14k 109.90
2017-12-31 $1.6M 15k 106.94
2017-09-30 $1.5M 16k 95.49
2017-06-30 $1.3M 14k 91.37
2017-03-31 $1.9M 22k 87.79
2016-12-31 $1.5M 17k 86.23
2016-09-30 $1.1M 17k 66.57
2016-06-30 $1.1M 18k 60.95
2016-03-31 $1.3M 19k 66.02
2015-12-31 $1.3M 19k 66.02
2015-09-30 $1.1M 18k 60.95
2015-06-30 $747k 11k 66.76
2015-03-31 $658k 11k 60.62
2014-12-31 $717k 12k 62.54
2014-09-30 $691k 12k 60.24
2014-06-30 $679k 12k 57.64
2014-03-31 $586k 9.7k 60.71
2013-12-31 $567k 9.7k 58.51