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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.

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.