JPMorgan Chase & Co. shares owned by Aureus Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aureus Asset Management
from 13F filings
Historical chart of Aureus Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Aureus Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Aureus Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.6M | 17k | 210.86 |
2024-06-30 | $3.5M | 17k | 202.26 |
2024-03-31 | $3.8M | 19k | 200.30 |
2023-12-31 | $3.3M | 19k | 170.10 |
2023-09-30 | $2.7M | 18k | 145.02 |
2023-06-30 | $2.5M | 17k | 145.44 |
2023-03-31 | $4.5M | 35k | 130.31 |
2022-12-31 | $4.6M | 34k | 134.10 |
2022-09-30 | $3.7M | 35k | 104.51 |
2022-06-30 | $3.2M | 28k | 112.60 |
2022-03-31 | $4.3M | 32k | 136.33 |
2021-12-31 | $5.0M | 32k | 158.35 |
2021-09-30 | $5.1M | 31k | 163.70 |
2021-06-30 | $5.2M | 33k | 155.55 |
2021-03-31 | $4.4M | 29k | 152.22 |
2020-12-31 | $3.5M | 28k | 127.08 |
2020-09-30 | $2.6M | 27k | 96.26 |
2020-06-30 | $2.5M | 27k | 94.05 |
2020-03-31 | $2.3M | 25k | 90.03 |
2019-12-31 | $3.6M | 26k | 139.41 |
2019-09-30 | $3.1M | 26k | 117.71 |
2019-06-30 | $3.0M | 27k | 111.79 |
2019-03-31 | $3.3M | 32k | 101.24 |
2018-12-31 | $3.1M | 32k | 97.62 |
2018-09-30 | $3.6M | 32k | 112.85 |
2018-06-30 | $3.4M | 33k | 104.21 |
2018-03-31 | $3.3M | 30k | 109.98 |
2017-12-31 | $3.2M | 30k | 106.93 |
2017-09-30 | $2.7M | 29k | 95.50 |
2017-06-30 | $2.0M | 22k | 91.41 |
2017-03-31 | $2.1M | 24k | 87.17 |
2016-12-31 | $1.9M | 22k | 86.30 |
2016-09-30 | $1.6M | 24k | 66.60 |
2016-06-30 | $1.4M | 22k | 62.14 |
2016-03-31 | $1000k | 17k | 59.24 |
2015-12-31 | $1.5M | 23k | 66.01 |
2015-09-30 | $1.4M | 23k | 60.98 |
2015-06-30 | $1.5M | 22k | 67.75 |
2015-03-31 | $1.3M | 21k | 60.60 |
2014-12-31 | $1.4M | 22k | 62.56 |
2014-09-30 | $1.3M | 22k | 60.24 |
2014-06-30 | $1.7M | 29k | 57.63 |
2014-03-31 | $2.0M | 33k | 60.72 |
2013-12-31 | $1.8M | 31k | 58.50 |
2013-09-30 | $1.9M | 36k | 51.68 |
2013-06-30 | $2.5M | 47k | 52.80 |