JPMorgan Chase & Co. shares owned by Charter Research & Investment
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $506k | 3.0k | 170.12 |
| 2023-09-30 | $427k | 2.9k | 145.02 |
| 2023-06-30 | $432k | 3.0k | 145.44 |
| 2023-03-31 | $374k | 2.9k | 130.31 |
| 2022-12-31 | $382k | 2.8k | 134.10 |
| 2022-09-30 | $297k | 2.8k | 104.36 |
| 2022-06-30 | $343k | 3.0k | 112.50 |
| 2022-03-31 | $416k | 3.1k | 136.30 |
| 2021-12-31 | $480k | 3.0k | 158.36 |
| 2021-09-30 | $496k | 3.0k | 163.64 |
| 2021-06-30 | $471k | 3.0k | 155.39 |
| 2021-03-31 | $461k | 3.0k | 152.10 |
| 2020-12-31 | $385k | 3.0k | 127.02 |
| 2020-09-30 | $292k | 3.0k | 96.34 |
| 2020-06-30 | $407k | 4.3k | 93.97 |
| 2020-03-31 | $390k | 4.3k | 90.05 |
| 2019-12-31 | $604k | 4.3k | 139.46 |
| 2019-09-30 | $439k | 3.7k | 117.66 |
| 2019-06-30 | $394k | 3.5k | 111.68 |
| 2019-03-31 | $357k | 3.5k | 101.19 |
| 2018-12-31 | $344k | 3.5k | 97.51 |
| 2018-09-30 | $398k | 3.5k | 112.81 |
| 2018-06-30 | $368k | 3.5k | 104.31 |
| 2018-03-31 | $401k | 3.6k | 109.98 |
| 2017-12-31 | $390k | 3.6k | 106.97 |
| 2016-09-30 | $253k | 3.8k | 66.65 |
| 2016-06-30 | $236k | 3.8k | 62.17 |
| 2016-03-31 | $296k | 5.0k | 59.25 |
| 2015-12-31 | $330k | 5.0k | 66.05 |
| 2015-09-30 | $305k | 5.0k | 61.05 |
| 2015-06-30 | $339k | 5.0k | 67.85 |
| 2015-03-31 | $303k | 5.0k | 60.65 |
| 2014-12-31 | $313k | 5.0k | 62.65 |
More positions owned by Charter Research & Investment
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