JPMorgan Chase & Co. shares owned by Carlson Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carlson Capital Management
from 13F filings
Historical chart of Carlson Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Carlson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $216k | 1.0k | 210.80 |
| 2024-06-30 | $212k | 1.0k | 202.19 |
| 2023-12-31 | $1.4M | 8.0k | 170.09 |
| 2023-09-30 | $836k | 5.8k | 145.01 |
| 2023-06-30 | $801k | 5.5k | 145.45 |
| 2023-03-31 | $700k | 5.4k | 130.32 |
| 2022-12-31 | $718k | 5.4k | 134.11 |
| 2022-09-30 | $567k | 5.4k | 104.46 |
| 2022-06-30 | $633k | 5.6k | 112.63 |
| 2022-03-31 | $800k | 5.9k | 136.40 |
| 2021-12-31 | $905k | 5.7k | 158.44 |
| 2021-09-30 | $909k | 5.6k | 163.70 |
| 2021-06-30 | $819k | 5.3k | 155.56 |
| 2021-03-31 | $785k | 5.2k | 152.31 |
| 2020-12-31 | $704k | 5.2k | 135.96 |
| 2020-09-30 | $609k | 6.3k | 96.32 |
| 2020-06-30 | $611k | 6.3k | 96.33 |
| 2020-03-31 | $310k | 3.4k | 90.80 |
| 2019-12-31 | $530k | 3.8k | 139.29 |
| 2019-09-30 | $421k | 3.6k | 117.63 |
| 2019-06-30 | $381k | 3.4k | 111.89 |
| 2019-03-31 | $385k | 3.8k | 101.24 |
| 2018-12-31 | $292k | 3.0k | 97.69 |
| 2018-09-30 | $436k | 3.9k | 112.92 |
| 2018-06-30 | $255k | 2.4k | 104.29 |
| 2018-03-31 | $279k | 2.5k | 110.10 |
| 2017-12-31 | $435k | 4.1k | 106.98 |
| 2017-09-30 | $388k | 4.1k | 95.43 |
| 2017-06-30 | $387k | 4.2k | 91.49 |
| 2017-03-31 | $359k | 4.1k | 87.90 |
| 2016-12-31 | $348k | 4.0k | 86.20 |
| 2016-09-30 | $291k | 4.4k | 66.70 |
| 2016-06-30 | $271k | 4.4k | 62.11 |
More positions owned by Carlson Capital Management
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