JPMorgan Chase & Co. shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Bellevue Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 315.43 |
| 2025-06-30 | $991k | 3.4k | 289.98 |
| 2025-03-31 | $835k | 3.4k | 245.33 |
| 2024-12-31 | $1.3M | 5.4k | 239.72 |
| 2024-09-30 | $1.1M | 5.4k | 210.90 |
| 2024-06-30 | $1.1M | 5.4k | 202.28 |
| 2024-03-31 | $1.1M | 5.4k | 200.30 |
| 2023-12-31 | $927k | 5.4k | 170.11 |
| 2023-09-30 | $798k | 5.5k | 145.02 |
| 2023-06-30 | $801k | 5.5k | 145.45 |
| 2023-03-31 | $717k | 5.5k | 130.31 |
| 2022-12-31 | $742k | 5.6k | 133.12 |
| 2022-09-30 | $604k | 5.6k | 106.94 |
| 2022-06-30 | $639k | 5.7k | 112.72 |
| 2022-03-31 | $791k | 5.7k | 137.76 |
| 2021-12-31 | $910k | 5.7k | 158.37 |
| 2021-09-30 | $959k | 5.8k | 164.21 |
| 2021-06-30 | $908k | 5.8k | 155.51 |
| 2021-03-31 | $890k | 5.8k | 152.45 |
| 2020-12-31 | $757k | 5.7k | 131.95 |
| 2020-09-30 | $557k | 5.8k | 96.27 |
| 2020-06-30 | $354k | 3.8k | 94.17 |
| 2020-03-31 | $355k | 3.8k | 94.44 |
| 2019-12-31 | $509k | 3.7k | 139.45 |