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JPMorgan Chase & Co. shares owned by Boltwood Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Boltwood Capital Management from 13F filings

Historical chart of Boltwood Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Boltwood Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 16k 200.30
2023-12-31 $2.7M 16k 170.10
2023-09-30 $2.3M 16k 145.02
2023-06-30 $2.4M 17k 145.44
2023-03-31 $2.2M 17k 130.31
2022-12-31 $2.2M 17k 134.10
2022-09-30 $1.8M 17k 104.53
2022-06-30 $2.0M 17k 112.61
2022-03-31 $2.4M 18k 136.32
2021-12-31 $2.9M 18k 158.34
2021-09-30 $3.0M 18k 163.67
2021-06-30 $2.8M 18k 155.56
2021-03-31 $2.8M 18k 152.23
2020-12-31 $2.5M 20k 127.08
2020-09-30 $1.9M 20k 96.28
2020-06-30 $1.9M 20k 94.07
2020-03-31 $1.9M 21k 90.05
2019-12-31 $3.1M 22k 139.40
2019-09-30 $2.6M 22k 117.71
2019-06-30 $2.5M 22k 111.78
2019-03-31 $2.3M 23k 101.22
2018-12-31 $2.3M 23k 97.59
2018-09-30 $2.7M 24k 112.82
2018-06-30 $2.5M 24k 104.16
2018-03-31 $2.7M 25k 109.94
2017-12-31 $2.7M 25k 106.91
2017-09-30 $2.4M 25k 95.50
2017-06-30 $2.3M 25k 91.40
2017-03-31 $2.3M 26k 87.84
2016-12-31 $2.2M 26k 86.28
2016-09-30 $1.7M 25k 66.56
2016-06-30 $1.6M 25k 62.13
2016-03-31 $1.5M 25k 59.23
2015-12-31 $1.9M 28k 66.04
2015-09-30 $1.6M 27k 60.96
2015-06-30 $1.8M 27k 67.76
2015-03-31 $1.7M 28k 60.57
2014-12-31 $1.8M 29k 62.59
2014-09-30 $1.7M 29k 60.25
2014-06-30 $1.6M 28k 57.63
2014-03-31 $1.6M 27k 60.70
2013-12-31 $1.6M 28k 58.47
2013-09-30 $1.4M 28k 51.70
2013-06-30 $1.5M 28k 52.78
2013-03-31 $1.3M 27k 47.47
2012-12-31 $1.1M 25k 43.96

More positions owned by Boltwood Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Iboxx 3r Targt (TDTT)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Flexshares Tr Cr Scd Us Bd (SKOR)

View all positions for Boltwood Capital Management

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.