JPMorgan Chase & Co. shares owned by Calton & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 11k | 315.42 |
| 2025-06-30 | $3.2M | 11k | 289.91 |
| 2025-03-31 | $307k | 7.3k | 42.06 |
| 2024-12-31 | $1.7M | 7.1k | 239.70 |
| 2024-09-30 | $298k | 34k | 8.82 |
| 2024-06-30 | $1.7M | 8.3k | 202.25 |
| 2024-03-31 | $1.7M | 8.4k | 200.30 |
| 2023-12-31 | $1.7M | 10k | 170.11 |
| 2023-09-30 | $270k | 1.9k | 145.00 |
| 2023-06-30 | $1.5M | 11k | 145.44 |
| 2023-03-31 | $1.1M | 8.5k | 130.30 |
| 2022-12-31 | $1.3M | 9.4k | 134.10 |
| 2022-09-30 | $671k | 6.4k | 104.39 |
| 2022-06-30 | $843k | 7.5k | 112.54 |
| 2022-03-31 | $1.3M | 15k | 89.73 |
| 2021-12-31 | $1.8M | 17k | 110.65 |
| 2021-09-30 | $2.1M | 18k | 117.75 |
| 2021-06-30 | $1.9M | 12k | 156.01 |
| 2021-03-31 | $2.2M | 20k | 113.74 |
| 2020-12-31 | $2.2M | 17k | 127.06 |
| 2020-09-30 | $1.9M | 24k | 76.73 |
| 2020-06-30 | $1.8M | 20k | 94.05 |
| 2020-03-31 | $1.7M | 24k | 71.31 |
| 2019-12-31 | $2.3M | 22k | 107.68 |
| 2019-09-30 | $2.1M | 23k | 92.13 |
| 2019-06-30 | $1.8M | 21k | 85.58 |
| 2019-03-31 | $1.6M | 16k | 101.22 |
| 2018-12-31 | $1.5M | 15k | 97.61 |
| 2018-09-30 | $1.9M | 17k | 112.85 |
| 2018-06-30 | $2.1M | 18k | 117.81 |
| 2018-03-31 | $3.1M | 29k | 109.97 |
| 2017-12-31 | $3.3M | 29k | 114.18 |