JPMorgan Chase & Co. shares owned by Whitney & Company
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Whitney & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 107k | 170.10 |
| 2023-09-30 | $16M | 107k | 145.02 |
| 2023-06-30 | $16M | 107k | 145.44 |
| 2023-03-31 | $14M | 106k | 130.31 |
| 2022-12-31 | $14M | 105k | 134.10 |
| 2022-09-30 | $11M | 105k | 104.50 |
| 2022-06-30 | $12M | 104k | 112.61 |
| 2022-03-31 | $14M | 103k | 136.32 |
| 2021-12-31 | $16M | 102k | 158.35 |
| 2021-09-30 | $17M | 103k | 163.69 |
| 2021-06-30 | $16M | 102k | 155.54 |
| 2021-03-31 | $15M | 101k | 152.23 |
| 2020-12-31 | $13M | 100k | 131.58 |
| 2020-09-30 | $9.7M | 101k | 96.27 |
| 2020-06-30 | $9.4M | 100k | 94.06 |
| 2020-03-31 | $7.2M | 80k | 90.03 |
| 2019-12-31 | $11M | 79k | 139.41 |
| 2019-09-30 | $10M | 78k | 128.82 |
| 2019-06-30 | $8.4M | 75k | 111.80 |
| 2019-03-31 | $8.6M | 74k | 116.04 |
| 2018-12-31 | $7.0M | 67k | 104.25 |
| 2018-09-30 | $6.7M | 60k | 112.39 |
| 2018-06-30 | $5.6M | 54k | 104.20 |
| 2018-03-31 | $5.2M | 47k | 109.97 |
| 2017-12-31 | $4.7M | 44k | 106.94 |
| 2017-09-30 | $4.0M | 43k | 91.41 |
| 2017-06-30 | $4.0M | 43k | 91.41 |
| 2017-03-31 | $3.1M | 36k | 87.84 |
| 2016-12-31 | $2.9M | 33k | 86.30 |
| 2016-09-30 | $2.2M | 33k | 66.58 |
| 2016-06-30 | $1.7M | 28k | 62.14 |
| 2016-03-31 | $1.6M | 27k | 59.24 |
| 2015-12-31 | $1.6M | 25k | 66.03 |
| 2015-09-30 | $1.5M | 24k | 60.98 |
| 2015-06-30 | $1.6M | 23k | 67.78 |
| 2015-03-31 | $1.4M | 23k | 60.57 |
| 2014-12-31 | $1.4M | 22k | 62.57 |
| 2014-09-30 | $1.3M | 22k | 60.23 |
| 2014-06-30 | $1.3M | 22k | 57.61 |
| 2014-03-31 | $1.1M | 18k | 60.71 |
| 2013-12-31 | $1.1M | 18k | 58.49 |
| 2013-09-30 | $879k | 17k | 51.71 |
| 2013-06-30 | $932k | 18k | 52.80 |
| 2013-03-31 | $888k | 19k | 47.49 |