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JPMorgan Chase & Co. shares owned by XML Financial

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

Historical chart of XML Financial investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.7M 60k 145.02
2023-06-30 $8.7M 60k 145.44
2023-03-31 $7.7M 59k 130.31
2022-12-31 $8.1M 60k 134.10
2022-09-30 $6.2M 59k 104.50
2022-06-30 $2.4M 21k 112.62
2022-03-31 $7.0M 51k 136.33
2021-12-31 $7.2M 46k 158.34
2021-09-30 $7.5M 46k 163.68
2021-06-30 $2.5M 16k 155.55
2021-03-31 $2.5M 17k 152.23
2020-12-31 $2.1M 17k 127.06
2020-09-30 $1.6M 17k 96.26
2020-06-30 $1.1M 12k 94.06
2020-03-31 $1.1M 12k 90.06
2019-12-31 $1.8M 13k 139.41