JPMorgan Chase & Co. shares owned by Beese Fulmer Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beese Fulmer Investment Management
from 13F filings
Historical chart of Beese Fulmer Investment Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Beese Fulmer Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Beese Fulmer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 93k | 315.43 |
| 2025-06-30 | $27M | 94k | 289.91 |
| 2025-03-31 | $22M | 91k | 245.30 |
| 2024-12-31 | $22M | 91k | 239.71 |
| 2024-09-30 | $19M | 92k | 210.86 |
| 2024-06-30 | $19M | 92k | 202.26 |
| 2024-03-31 | $18M | 91k | 200.30 |
| 2023-12-31 | $15M | 91k | 170.10 |
| 2023-09-30 | $13M | 90k | 145.02 |
| 2023-06-30 | $13M | 89k | 145.44 |
| 2023-03-31 | $12M | 89k | 130.31 |
| 2022-12-31 | $12M | 87k | 134.10 |
| 2022-09-30 | $8.9M | 85k | 104.50 |
| 2022-06-30 | $9.3M | 83k | 112.61 |
| 2022-03-31 | $11M | 83k | 136.32 |
| 2021-12-31 | $13M | 82k | 158.35 |
| 2021-09-30 | $13M | 81k | 163.69 |
| 2021-06-30 | $13M | 81k | 155.55 |
| 2021-03-31 | $12M | 81k | 152.23 |
| 2020-12-31 | $10M | 81k | 127.07 |
| 2020-09-30 | $7.8M | 81k | 96.28 |
| 2020-06-30 | $7.8M | 83k | 94.06 |
| 2020-03-31 | $7.6M | 84k | 90.03 |
| 2019-12-31 | $11M | 81k | 139.40 |
| 2019-09-30 | $9.4M | 80k | 117.69 |
| 2019-06-30 | $7.0M | 62k | 111.81 |
| 2019-03-31 | $6.3M | 62k | 101.22 |
| 2018-12-31 | $6.1M | 62k | 97.62 |
| 2018-09-30 | $6.8M | 60k | 112.84 |
| 2018-06-30 | $6.3M | 60k | 104.20 |
| 2018-03-31 | $6.5M | 59k | 109.98 |
| 2017-12-31 | $6.1M | 57k | 106.15 |
| 2017-09-30 | $5.5M | 58k | 94.97 |
| 2017-06-30 | $5.3M | 58k | 92.18 |
| 2017-03-31 | $4.9M | 57k | 86.59 |
| 2016-12-31 | $5.1M | 59k | 86.59 |
| 2016-09-30 | $3.8M | 57k | 67.04 |
| 2016-06-30 | $3.4M | 55k | 61.45 |
| 2016-03-31 | $3.3M | 56k | 58.66 |
| 2015-12-31 | $3.6M | 54k | 66.04 |
| 2015-09-30 | $3.2M | 53k | 60.97 |
| 2015-06-30 | $3.3M | 49k | 67.76 |
| 2015-03-31 | $3.0M | 49k | 60.58 |
| 2014-12-31 | $2.9M | 47k | 62.58 |
| 2014-09-30 | $2.7M | 45k | 60.24 |
| 2014-06-30 | $2.4M | 42k | 57.62 |
| 2014-03-31 | $2.4M | 39k | 60.71 |
| 2013-12-31 | $2.1M | 36k | 58.48 |
| 2013-09-30 | $1.8M | 36k | 51.70 |
| 2013-06-30 | $1.6M | 30k | 52.79 |
More positions owned by Beese Fulmer Investment Management
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