JPMorgan Chase & Co. shares owned by Carret Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 146k | 315.43 |
| 2025-06-30 | $43M | 147k | 289.91 |
| 2025-03-31 | $36M | 147k | 245.30 |
| 2024-12-31 | $36M | 149k | 239.71 |
| 2024-09-30 | $32M | 150k | 210.86 |
| 2024-06-30 | $31M | 151k | 202.26 |
| 2024-03-31 | $31M | 152k | 200.30 |
| 2023-12-31 | $26M | 154k | 170.10 |
| 2023-09-30 | $23M | 157k | 145.02 |
| 2023-06-30 | $23M | 158k | 145.44 |
| 2023-03-31 | $21M | 159k | 130.31 |
| 2022-12-31 | $22M | 164k | 134.10 |
| 2022-09-30 | $17M | 163k | 104.50 |
| 2022-06-30 | $18M | 164k | 112.61 |
| 2022-03-31 | $22M | 164k | 136.32 |
| 2021-12-31 | $26M | 163k | 158.35 |
| 2021-09-30 | $27M | 165k | 163.69 |
| 2021-06-30 | $26M | 166k | 155.54 |
| 2021-03-31 | $25M | 167k | 152.23 |
| 2020-12-31 | $21M | 168k | 127.07 |
| 2020-09-30 | $17M | 171k | 96.27 |
| 2020-06-30 | $16M | 175k | 94.06 |
| 2020-03-31 | $16M | 174k | 90.03 |
| 2019-12-31 | $24M | 175k | 139.40 |
| 2019-09-30 | $20M | 173k | 117.69 |
| 2019-06-30 | $20M | 178k | 111.80 |
| 2019-03-31 | $18M | 179k | 101.23 |
| 2018-12-31 | $18M | 181k | 97.62 |
| 2018-09-30 | $20M | 181k | 112.84 |
| 2018-06-30 | $19M | 184k | 104.20 |
| 2018-03-31 | $21M | 187k | 109.97 |
| 2017-12-31 | $20M | 188k | 106.94 |
| 2017-09-30 | $18M | 190k | 95.51 |
| 2017-06-30 | $18M | 192k | 91.40 |
| 2017-03-31 | $16M | 186k | 87.84 |
| 2016-12-31 | $17M | 192k | 86.29 |
| 2016-09-30 | $14M | 205k | 66.59 |
| 2016-06-30 | $13M | 205k | 62.14 |
| 2016-03-31 | $12M | 204k | 59.22 |
| 2015-12-31 | $13M | 203k | 66.03 |
| 2015-09-30 | $13M | 208k | 60.97 |
| 2015-06-30 | $14M | 210k | 67.76 |
| 2015-03-31 | $13M | 210k | 60.58 |
| 2014-12-31 | $13M | 207k | 62.58 |
| 2014-09-30 | $13M | 207k | 60.24 |
| 2014-06-30 | $12M | 206k | 57.62 |
| 2014-03-31 | $12M | 203k | 60.71 |
| 2013-12-31 | $12M | 203k | 58.48 |
| 2013-09-30 | $11M | 207k | 51.69 |
| 2013-06-30 | $11M | 208k | 52.79 |
| 2012-12-31 | $9.2M | 210k | 43.97 |
| 2012-09-30 | $8.6M | 213k | 40.48 |
| 2012-06-30 | $7.4M | 208k | 35.73 |
| 2012-03-31 | $9.3M | 201k | 45.98 |
| 2011-12-31 | $6.4M | 193k | 33.25 |
| 2011-09-30 | $5.9M | 195k | 30.12 |
| 2011-03-31 | $8.3M | 179k | 46.10 |
| 2010-12-31 | $7.6M | 179k | 42.42 |