JPMorgan Chase & Co. shares owned by Assetmark
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Assetmark
from 13F filings
Historical chart of Assetmark investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237M | 750k | 315.43 |
| 2025-06-30 | $207M | 712k | 289.91 |
| 2025-03-31 | $157M | 639k | 245.30 |
| 2024-12-31 | $147M | 615k | 239.71 |
| 2024-09-30 | $118M | 558k | 210.86 |
| 2024-06-30 | $109M | 540k | 202.26 |
| 2024-03-31 | $31M | 152k | 200.30 |
| 2023-12-31 | $27M | 157k | 170.10 |
| 2023-09-30 | $18M | 125k | 145.02 |
| 2023-06-30 | $17M | 115k | 145.44 |
| 2023-03-31 | $14M | 109k | 130.31 |
| 2022-12-31 | $13M | 96k | 134.10 |
| 2022-09-30 | $8.3M | 80k | 104.50 |
| 2022-06-30 | $6.8M | 60k | 112.62 |
| 2022-03-31 | $5.2M | 38k | 136.31 |
| 2021-12-31 | $2.9M | 18k | 158.36 |
| 2021-09-30 | $993k | 6.1k | 163.75 |
| 2021-06-30 | $817k | 5.3k | 155.44 |
| 2021-03-31 | $777k | 5.1k | 152.29 |
| 2020-12-31 | $746k | 5.9k | 127.13 |
| 2020-09-30 | $616k | 6.4k | 96.25 |
| 2020-06-30 | $799k | 8.5k | 94.02 |
| 2020-03-31 | $1.9M | 22k | 90.05 |
| 2019-12-31 | $1.5M | 10k | 139.36 |
| 2019-09-30 | $1.2M | 10k | 117.72 |
| 2019-06-30 | $2.6M | 23k | 111.81 |
| 2019-03-31 | $2.3M | 23k | 101.23 |
| 2018-12-31 | $2.3M | 24k | 97.63 |
| 2018-09-30 | $28M | 246k | 112.84 |
| 2018-06-30 | $25M | 239k | 104.20 |
| 2018-03-31 | $26M | 237k | 109.97 |
| 2017-12-31 | $28M | 261k | 106.94 |
| 2017-09-30 | $25M | 257k | 95.51 |
| 2017-06-30 | $36M | 395k | 91.40 |
| 2017-03-31 | $32M | 369k | 87.84 |
| 2016-12-31 | $29M | 337k | 86.29 |
| 2016-09-30 | $22M | 328k | 66.59 |
| 2016-06-30 | $20M | 329k | 62.14 |
| 2016-03-31 | $18M | 309k | 59.22 |
| 2015-12-31 | $17M | 259k | 66.03 |
| 2015-09-30 | $12M | 194k | 60.97 |
| 2015-06-30 | $610k | 9.0k | 67.82 |
| 2015-03-31 | $487k | 8.0k | 60.53 |
| 2014-12-31 | $2.4M | 38k | 62.58 |
| 2014-09-30 | $2.4M | 40k | 60.23 |
| 2014-06-30 | $1.7M | 29k | 57.62 |
| 2014-03-31 | $860k | 14k | 60.69 |
| 2013-12-31 | $856k | 15k | 58.50 |
| 2013-09-30 | $788k | 15k | 51.66 |