FactSet Research Systems shares owned by JGP Wealth Management
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 15k | 281.88 |
| 2025-06-30 | $8.3M | 19k | 447.28 |
| 2025-03-31 | $8.4M | 19k | 454.65 |
| 2024-12-31 | $10M | 21k | 480.27 |
| 2024-09-30 | $9.4M | 21k | 459.84 |
| 2024-06-30 | $8.3M | 20k | 408.28 |
| 2024-03-31 | $9.1M | 20k | 454.40 |
| 2023-12-31 | $11M | 22k | 477.06 |
| 2023-09-30 | $9.6M | 22k | 437.27 |
| 2023-06-30 | $8.7M | 22k | 400.66 |
| 2023-03-31 | $8.9M | 21k | 415.09 |
| 2022-12-31 | $8.6M | 21k | 401.21 |
| 2022-09-30 | $8.9M | 22k | 413.68 |
| 2022-06-30 | $8.6M | 21k | 401.85 |
| 2022-03-31 | $9.1M | 21k | 441.80 |
| 2021-12-31 | $9.8M | 22k | 451.28 |
| 2021-09-30 | $8.4M | 21k | 394.77 |
| 2021-06-30 | $6.5M | 19k | 335.61 |
| 2021-03-31 | $5.8M | 19k | 308.59 |
| 2020-12-31 | $5.8M | 18k | 315.84 |
| 2020-09-30 | $5.6M | 17k | 325.38 |
| 2020-06-30 | $5.8M | 17k | 349.42 |
| 2020-03-31 | $4.1M | 15k | 270.97 |
| 2019-12-31 | $4.1M | 15k | 267.13 |
| 2019-09-30 | $3.2M | 14k | 235.98 |
| 2019-06-30 | $3.9M | 14k | 286.59 |
| 2019-03-31 | $3.3M | 14k | 248.24 |
| 2018-12-31 | $2.6M | 13k | 200.15 |
| 2018-09-30 | $2.9M | 13k | 222.98 |
| 2018-06-30 | $2.7M | 14k | 198.09 |