JPMorgan Chase & Co. shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 25k | 210.86 |
| 2024-06-30 | $4.9M | 24k | 202.26 |
| 2024-03-31 | $4.6M | 23k | 200.30 |
| 2023-12-31 | $4.0M | 23k | 170.10 |
| 2023-09-30 | $3.5M | 24k | 145.02 |
| 2023-06-30 | $3.3M | 24k | 135.71 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $3.6M | 27k | 134.10 |
| 2022-09-30 | $2.8M | 27k | 104.49 |
| 2022-06-30 | $3.1M | 27k | 112.62 |
| 2022-03-31 | $3.9M | 28k | 136.31 |
| 2021-12-31 | $4.6M | 29k | 158.34 |
| 2021-09-30 | $4.6M | 28k | 163.67 |
| 2021-06-30 | $4.3M | 28k | 155.56 |
| 2021-03-31 | $3.8M | 25k | 153.70 |
| 2020-12-31 | $3.6M | 29k | 127.07 |
| 2020-09-30 | $2.7M | 28k | 96.26 |
| 2020-06-30 | $2.7M | 29k | 94.11 |
| 2020-03-31 | $2.5M | 28k | 90.03 |
| 2019-12-31 | $3.8M | 27k | 139.41 |
| 2019-09-30 | $3.0M | 26k | 115.57 |