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.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aureus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 18k | 315.43 |
| 2025-06-30 | $5.3M | 18k | 289.92 |
| 2025-03-31 | $4.5M | 19k | 245.29 |
| 2024-12-31 | $4.5M | 19k | 239.71 |
| 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 |
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