JPMorgan Chase & Co. shares owned by Atlantic Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0B | 3.2M | 315.43 |
| 2025-06-30 | $942M | 3.2M | 289.91 |
| 2025-03-31 | $705M | 3.3M | 216.87 |
| 2024-12-31 | $788M | 3.2M | 243.13 |
| 2024-09-30 | $699M | 3.3M | 210.86 |
| 2024-06-30 | $639M | 3.1M | 205.17 |
| 2024-03-31 | $627M | 3.2M | 198.94 |
| 2023-09-30 | $473M | 3.3M | 145.02 |
| 2023-06-30 | $493M | 3.4M | 145.44 |
| 2023-03-31 | $51M | 3.3M | 15.23 |
| 2022-12-31 | $452M | 3.4M | 134.10 |
| 2022-09-30 | $351M | 3.4M | 104.48 |
| 2022-06-30 | $400M | 3.5M | 112.60 |
| 2022-03-31 | $494M | 3.6M | 136.31 |
| 2021-12-31 | $761M | 4.8M | 158.35 |
| 2021-09-30 | $778M | 4.8M | 163.67 |
| 2021-06-30 | $744M | 4.8M | 155.54 |
| 2021-03-31 | $727M | 4.8M | 152.23 |
| 2020-12-31 | $595M | 4.7M | 127.08 |
| 2020-09-30 | $4.0M | 42k | 96.35 |
| 2020-06-30 | $269M | 2.9M | 94.06 |
| 2020-03-31 | $380M | 4.2M | 90.03 |
| 2019-12-31 | $629M | 4.5M | 139.40 |
| 2019-09-30 | $528M | 4.5M | 117.69 |
| 2019-06-30 | $510M | 4.6M | 111.80 |
| 2019-03-31 | $430M | 4.2M | 101.23 |
| 2018-12-31 | $417M | 4.3M | 97.62 |
| 2018-09-30 | $482M | 4.3M | 112.84 |
| 2018-06-30 | $449M | 4.3M | 104.20 |
| 2018-03-31 | $476M | 4.3M | 109.97 |
| 2017-12-31 | $466M | 4.4M | 106.94 |
| 2017-09-30 | $420M | 4.4M | 95.51 |
| 2017-06-30 | $247M | 2.7M | 91.41 |
| 2017-03-31 | $232M | 2.6M | 87.84 |
| 2016-12-31 | $219M | 2.5M | 86.28 |
| 2016-09-30 | $163M | 2.4M | 66.59 |
| 2016-06-30 | $148M | 2.4M | 62.14 |
| 2016-03-31 | $139M | 2.4M | 59.22 |
| 2015-12-31 | $147M | 2.2M | 66.03 |
| 2015-09-30 | $133M | 2.2M | 60.97 |
| 2015-06-30 | $146M | 2.2M | 67.76 |
| 2015-03-31 | $130M | 2.1M | 60.59 |
| 2014-12-31 | $131M | 2.1M | 62.58 |
| 2014-09-30 | $125M | 2.1M | 60.24 |
| 2014-06-30 | $120M | 2.1M | 57.62 |
| 2014-03-31 | $126M | 2.1M | 60.49 |