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JPMorgan Chase & Co. shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 127k 315.43
2025-06-30 $36M 124k 289.91
2025-03-31 $29M 119k 245.30
2024-12-31 $28M 116k 239.71
2024-09-30 $24M 114k 210.86
2024-06-30 $22M 111k 202.26
2024-03-31 $22M 108k 200.30
2023-12-31 $14M 80k 170.10
2023-09-30 $11M 76k 145.02
2023-06-30 $11M 76k 145.44
2023-03-31 $14M 109k 130.31
2022-12-31 $15M 109k 134.10
2022-09-30 $12M 110k 104.86
2022-06-30 $13M 112k 112.61
2022-03-31 $16M 103k 152.17
2021-12-31 $18M 111k 158.35
2021-09-30 $18M 108k 163.68
2021-06-30 $16M 104k 155.53
2021-03-31 $16M 103k 152.22
2020-12-31 $13M 101k 127.07
2020-09-30 $9.8M 102k 96.27
2020-06-30 $9.4M 100k 94.06
2020-03-31 $8.9M 99k 90.03
2019-12-31 $14M 97k 139.40
2019-09-30 $11M 93k 117.69
2019-06-30 $11M 94k 111.80
2019-03-31 $9.5M 94k 101.23
2018-12-31 $9.1M 94k 97.61
2018-09-30 $11M 94k 112.84
2018-06-30 $9.3M 90k 104.20
2018-03-31 $9.2M 84k 109.97
2017-12-31 $8.0M 75k 106.94
2017-09-30 $3.8M 40k 95.51
2015-09-30 $4.0k 69 57.97
2015-06-30 $3.0k 58 51.72
2015-03-31 $4.0k 58 68.97
2014-12-31 $5.0k 73 68.49
2014-09-30 $4.0k 73 54.79
2014-06-30 $3.0k 58 51.72
2014-03-31 $3.5k 58 60.71
2013-12-31 $3.0k 58 51.72

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View all positions for Baltimore-Washington Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.