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

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

Quarter filed Position value Share count Share price at filing
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