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JPMorgan Chase & Co. shares owned by Asset Allocation & Management Company

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

Historical chart of Asset Allocation & Management Company investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 695 315.11
2025-06-30 $201k 695 289.21
2023-03-31 $564k 4.3k 130.34
2022-12-31 $580k 4.3k 134.04
2022-09-30 $746k 7.1k 104.56
2022-06-30 $803k 7.1k 112.64
2022-03-31 $972k 7.1k 136.34
2021-12-31 $1.1M 7.1k 158.37
2020-06-30 $386k 4.1k 94.15
2020-03-31 $373k 4.1k 89.92
2019-12-31 $468k 3.4k 139.41