JPMorgan Chase & Co. shares owned by Applied Finance Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Applied Finance Capital Management
from 13F filings
Historical chart of Applied Finance Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Applied Finance Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 78k | 315.43 |
| 2025-06-30 | $28M | 96k | 289.90 |
| 2025-03-31 | $22M | 89k | 245.30 |
| 2024-12-31 | $55M | 230k | 239.71 |
| 2024-09-30 | $42M | 199k | 210.86 |
| 2024-06-30 | $42M | 206k | 202.26 |
| 2024-03-31 | $31M | 153k | 200.30 |
| 2023-12-31 | $23M | 138k | 170.10 |
| 2023-09-30 | $18M | 125k | 145.02 |
| 2023-06-30 | $17M | 119k | 145.44 |
| 2023-03-31 | $15M | 112k | 130.31 |
| 2022-12-31 | $15M | 111k | 134.10 |
More positions owned by Applied Finance Capital Management
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