JPMorgan Chase & Co. shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 131 | 315.44 |
| 2025-06-30 | $37k | 127 | 289.91 |
| 2025-03-31 | $31k | 127 | 245.31 |
| 2024-12-31 | $30k | 127 | 239.72 |
| 2024-09-30 | $27k | 127 | 210.87 |
| 2024-06-30 | $43k | 212 | 202.26 |
| 2024-03-31 | $25k | 127 | 200.31 |
More positions owned by Breakwater Investment Management
View all positions for Breakwater Investment Management