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JPMorgan Chase & Co. shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 80k 192.14
2023-12-31 $13M 79k 170.50
2023-09-30 $12M 83k 141.00
2023-06-30 $14M 89k 155.40
2023-03-31 $12M 88k 140.73
2022-12-31 $12M 81k 143.65
2022-09-30 $11M 80k 131.37
2022-06-30 $8.9M 77k 115.35
2022-03-31 $9.2M 77k 120.09
2021-12-31 $12M 76k 152.49
2021-09-30 $13M 75k 167.61
2021-06-30 $11M 75k 151.65
2021-03-31 $11M 76k 150.57
2020-12-31 $4.5M 34k 133.79
2020-09-30 $3.4M 33k 103.42
2020-06-30 $5.0M 52k 96.91
2020-03-31 $4.7M 50k 95.19
2019-12-31 $3.9M 29k 137.24
2019-09-30 $2.6M 21k 125.02
2019-06-30 $2.3M 20k 114.25
2019-03-31 $2.2M 20k 113.48
2018-12-31 $2.4M 24k 100.40
2018-09-30 $2.8M 27k 104.83
2018-06-30 $2.2M 22k 104.18
2018-03-31 $1.7M 16k 109.99
2017-12-31 $1.6M 15k 106.93
2017-09-30 $1.6M 17k 95.54
2017-06-30 $286k 3.1k 91.56
2017-03-31 $1.8M 21k 87.86
2016-12-31 $1.8M 21k 86.30
2016-09-30 $1.3M 19k 66.60
2016-06-30 $1.3M 21k 62.12
2016-03-31 $1.2M 20k 59.21
2015-12-31 $1.3M 20k 66.03
2015-09-30 $1.1M 17k 60.97
2015-06-30 $1.1M 17k 67.76
2015-03-31 $1.0M 16k 62.60
2014-12-31 $1.1M 17k 62.60

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.