Atlantic Trust »

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.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 34k 170.10
2023-09-30 $4.0M 28k 145.02
2023-06-30 $4.1M 31k 132.72
2023-03-31 $4.1M 31k 130.31
2022-12-31 $4.2M 32k 134.08
2022-09-30 $3.3M 31k 104.49
2022-06-30 $3.1M 28k 112.62
2022-03-31 $3.6M 27k 136.31
2021-12-31 $4.1M 26k 158.35
2021-09-30 $4.3M 26k 163.68
2021-06-30 $3.8M 25k 155.54
2021-03-31 $3.8M 25k 152.24
2020-12-31 $3.0M 24k 127.05
2020-09-30 $2.3M 24k 96.27
2020-06-30 $2.3M 24k 94.04
2020-03-31 $1.6M 18k 90.02
2019-12-31 $2.4M 18k 139.42
2019-09-30 $2.1M 18k 117.69
2019-06-30 $2.1M 18k 111.80
2019-03-31 $1.8M 17k 101.28
2018-12-31 $1.4M 14k 97.63
2018-09-30 $2.3M 20k 112.84
2018-06-30 $1.8M 17k 104.19
2018-03-31 $1.6M 14k 110.00
2017-12-31 $159k 1.5k 107.07
2017-09-30 $142k 1.5k 95.62
2017-06-30 $136k 1.5k 91.58