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JPMorgan Chase & Co. shares owned by Arcataur Capital Management

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

Historical chart of Arcataur Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Arcataur Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 11k 210.87
2024-06-30 $2.3M 11k 202.27
2024-03-31 $2.2M 11k 200.30
2023-12-31 $919k 5.4k 170.10
2023-09-30 $789k 5.4k 145.02
2023-06-30 $792k 5.4k 145.44

More positions owned by Arcataur Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)

View all positions for Arcataur Capital Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.