JPMorgan Chase & Co. shares owned by Aspiriant
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Aspiriant consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 30k | 200.31 |
| 2023-12-31 | $5.0M | 29k | 170.11 |
| 2023-09-30 | $4.2M | 29k | 145.03 |
| 2023-06-30 | $3.8M | 26k | 145.44 |
| 2023-03-31 | $3.4M | 26k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.55 |
| 2022-06-30 | $2.7M | 24k | 112.57 |
| 2022-03-31 | $3.2M | 23k | 136.35 |
| 2021-12-31 | $3.9M | 25k | 158.42 |
| 2021-09-30 | $3.9M | 24k | 163.65 |
| 2021-06-30 | $3.8M | 24k | 155.49 |
| 2021-03-31 | $3.4M | 23k | 152.20 |
| 2020-12-31 | $3.0M | 23k | 127.41 |
| 2020-09-30 | $5.9M | 61k | 96.23 |
| 2020-06-30 | $2.1M | 23k | 94.23 |
| 2020-03-31 | $2.2M | 25k | 90.22 |
| 2019-12-31 | $3.4M | 25k | 139.41 |
| 2019-09-30 | $2.9M | 25k | 117.25 |
| 2019-06-30 | $3.2M | 29k | 111.95 |
| 2019-03-31 | $3.1M | 31k | 101.37 |
| 2018-12-31 | $3.2M | 33k | 97.43 |
| 2018-09-30 | $3.6M | 32k | 112.71 |
| 2018-06-30 | $3.5M | 34k | 104.20 |
| 2018-03-31 | $4.0M | 37k | 109.98 |
| 2017-12-31 | $338k | 3.2k | 107.00 |
| 2017-09-30 | $4.1M | 43k | 95.50 |
| 2017-06-30 | $5.2M | 56k | 91.40 |
| 2017-03-31 | $5.3M | 60k | 87.80 |
| 2016-12-31 | $5.9M | 69k | 86.29 |
| 2016-09-30 | $4.6M | 69k | 66.59 |
| 2016-06-30 | $5.6M | 83k | 67.66 |
| 2016-03-31 | $4.1M | 70k | 59.23 |
| 2015-06-30 | $526k | 7.8k | 67.77 |
| 2015-03-31 | $492k | 8.1k | 60.58 |