JPMorgan Chase & Co. shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Beach Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Beach Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $18M | 72k | 245.30 |
| 2024-12-31 | $20M | 82k | 239.71 |
| 2024-09-30 | $20M | 93k | 210.86 |
| 2024-06-30 | $19M | 94k | 202.26 |
| 2024-03-31 | $19M | 110k | 170.10 |
| 2023-12-31 | $19M | 110k | 170.10 |
| 2023-09-30 | $16M | 111k | 145.02 |
| 2023-06-30 | $16M | 108k | 145.44 |
| 2023-03-31 | $9.6M | 73k | 130.31 |
| 2022-12-31 | $12M | 86k | 134.10 |
| 2022-09-30 | $9.2M | 88k | 104.50 |
| 2022-06-30 | $10M | 89k | 112.61 |
| 2022-03-31 | $12M | 89k | 136.32 |
| 2021-12-31 | $20M | 128k | 158.35 |
| 2021-09-30 | $27M | 162k | 163.69 |
| 2021-06-30 | $25M | 163k | 155.54 |
| 2021-03-31 | $31M | 204k | 152.23 |
| 2020-12-31 | $25M | 200k | 127.07 |
| 2020-09-30 | $19M | 193k | 96.27 |
| 2020-06-30 | $14M | 147k | 94.06 |
| 2020-03-31 | $14M | 152k | 90.03 |
| 2019-12-31 | $23M | 161k | 139.40 |
| 2019-09-30 | $17M | 145k | 117.69 |
| 2019-06-30 | $26M | 236k | 111.80 |
| 2019-03-31 | $28M | 274k | 101.23 |
| 2018-12-31 | $28M | 274k | 103.50 |
| 2018-09-30 | $40M | 354k | 112.84 |
| 2018-06-30 | $50M | 476k | 104.20 |
| 2018-03-31 | $52M | 476k | 109.97 |
| 2017-12-31 | $52M | 489k | 106.94 |
| 2017-09-30 | $48M | 505k | 95.51 |
| 2017-06-30 | $51M | 559k | 91.40 |
| 2017-03-31 | $50M | 574k | 87.84 |
| 2016-12-31 | $50M | 574k | 86.29 |
| 2016-09-30 | $19M | 281k | 66.59 |
| 2016-06-30 | $18M | 281k | 62.14 |
| 2016-03-31 | $26M | 432k | 59.22 |
| 2015-12-31 | $9.2M | 139k | 66.03 |
| 2015-09-30 | $16M | 260k | 60.97 |
| 2015-06-30 | $32M | 466k | 67.76 |
| 2015-03-31 | $17M | 277k | 60.58 |
| 2014-12-31 | $32M | 507k | 62.58 |
| 2014-09-30 | $38M | 638k | 60.24 |
| 2014-06-30 | $12M | 203k | 57.62 |
| 2014-03-31 | $34M | 563k | 60.71 |
| 2013-12-31 | $30M | 514k | 58.48 |
| 2013-09-30 | $3.6M | 71k | 51.68 |
| 2013-06-30 | $27M | 507k | 52.79 |
| 2013-03-31 | $18M | 374k | 47.46 |
| 2012-12-31 | $3.6M | 82k | 43.96 |
| 2012-09-30 | $1.9M | 47k | 40.49 |
| 2012-06-30 | $1.4M | 39k | 35.72 |
| 2012-03-31 | $5.4M | 117k | 45.98 |
| 2011-12-31 | $1.1M | 33k | 33.24 |
| 2011-09-30 | $2.5M | 82k | 30.11 |
| 2011-06-30 | $5.7M | 140k | 40.94 |
| 2011-03-31 | $13M | 280k | 46.10 |