JPMorgan Chase & Co. shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.8k | 315.44 |
| 2025-06-30 | $1.9M | 6.5k | 289.90 |
| 2025-03-31 | $957k | 3.9k | 245.31 |
| 2024-12-31 | $888k | 3.7k | 239.74 |
| 2024-09-30 | $758k | 3.6k | 210.87 |
| 2024-06-30 | $683k | 3.4k | 202.23 |
| 2024-03-31 | $629k | 3.1k | 200.31 |
| 2023-12-31 | $415k | 2.4k | 170.10 |
| 2023-09-30 | $349k | 2.4k | 145.47 |
| 2023-06-30 | $349k | 2.4k | 145.47 |
| 2023-03-31 | $330k | 2.5k | 130.33 |
| 2022-12-31 | $439k | 3.3k | 134.09 |
| 2022-09-30 | $380k | 3.4k | 112.69 |
| 2022-06-30 | $380k | 3.4k | 112.69 |
| 2022-03-31 | $463k | 3.4k | 136.22 |
| 2021-12-31 | $508k | 3.2k | 158.35 |
| 2021-09-30 | $384k | 2.3k | 163.75 |
| 2021-06-30 | $366k | 2.4k | 155.41 |
| 2021-03-31 | $300k | 2.0k | 152.21 |
| 2020-12-31 | $261k | 2.1k | 126.88 |
| 2020-09-30 | $178k | 1.8k | 96.37 |
| 2020-06-30 | $380k | 4.0k | 94.18 |
| 2020-03-31 | $371k | 4.1k | 90.11 |
| 2019-12-31 | $501k | 3.6k | 139.36 |