JPMorgan Chase & Co. shares owned by Cassia Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cassia Capital Partners
from 13F filings
Historical chart of Cassia Capital Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cassia Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $939k | 4.5k | 210.86 |
| 2024-06-30 | $968k | 4.8k | 202.26 |
| 2024-03-31 | $937k | 4.7k | 200.30 |
| 2023-12-31 | $692k | 4.1k | 170.10 |
| 2023-09-30 | $564k | 3.9k | 145.02 |
| 2023-06-30 | $554k | 3.8k | 145.44 |
| 2022-09-30 | $213k | 2.0k | 104.36 |
| 2022-06-30 | $224k | 2.0k | 112.56 |
| 2022-03-31 | $257k | 1.9k | 136.34 |
| 2021-12-31 | $291k | 1.8k | 158.15 |
| 2021-09-30 | $2.3M | 14k | 163.66 |
| 2021-06-30 | $225k | 1.4k | 155.28 |