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JPMorgan Chase & Co. shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 39k 210.86
2024-06-30 $7.9M 39k 202.26
2024-03-31 $8.1M 40k 200.30
2023-12-31 $6.9M 41k 170.10
2023-09-30 $5.9M 41k 145.02
2023-06-30 $5.8M 40k 145.44
2023-03-31 $5.3M 41k 130.31
2022-12-31 $5.5M 41k 134.10
2022-09-30 $4.3M 42k 104.49
2022-06-30 $4.6M 41k 112.60
2022-03-31 $5.2M 39k 136.32
2021-12-31 $6.3M 40k 158.36
2021-09-30 $7.0M 43k 163.70
2021-06-30 $6.8M 44k 155.53
2021-03-31 $6.5M 43k 152.23
2020-12-31 $5.4M 43k 127.07
2020-09-30 $4.0M 42k 96.28
2020-06-30 $3.8M 41k 94.06
2020-03-31 $3.6M 40k 90.04
2019-12-31 $6.9M 50k 139.40
2019-09-30 $4.7M 40k 117.68
2019-06-30 $5.5M 50k 111.79
2019-03-31 $4.1M 41k 101.22
2018-12-31 $3.6M 37k 97.61
2018-09-30 $4.2M 38k 112.83
2018-06-30 $2.4M 23k 104.22
2018-03-31 $2.8M 25k 109.97
2017-12-31 $3.3M 31k 106.94
2017-09-30 $2.9M 31k 95.52
2017-06-30 $2.7M 30k 91.40
2017-03-31 $2.6M 29k 87.84
2016-12-31 $2.5M 29k 86.30
2016-09-30 $632k 9.5k 66.63
2016-06-30 $590k 9.5k 62.11
2016-03-31 $628k 11k 59.22
2015-12-31 $732k 11k 65.99