JPMorgan Chase & Co. shares owned by Close Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Close Asset Management
from 13F filings
Historical chart of Close Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Close Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.8M | 46k | 170.26 |
| 2023-09-30 | $5.7M | 39k | 145.07 |
| 2023-06-30 | $5.2M | 36k | 145.37 |
| 2023-03-31 | $4.3M | 33k | 130.27 |
| 2022-12-31 | $3.8M | 29k | 134.13 |
| 2022-09-30 | $3.6M | 34k | 104.64 |
| 2022-06-30 | $4.0M | 36k | 112.64 |
| 2022-03-31 | $12M | 73k | 158.33 |
| 2021-12-31 | $12M | 73k | 158.33 |
| 2021-09-30 | $12M | 76k | 163.72 |
| 2021-06-30 | $12M | 75k | 155.47 |
| 2021-03-31 | $11M | 74k | 152.34 |
| 2020-12-31 | $8.6M | 67k | 126.97 |
| 2020-09-30 | $6.5M | 68k | 96.24 |
| 2020-06-30 | $6.9M | 73k | 94.00 |
| 2020-03-31 | $7.3M | 81k | 90.12 |
| 2019-12-31 | $11M | 79k | 139.39 |
| 2019-09-30 | $8.0M | 68k | 117.67 |
| 2019-06-30 | $6.9M | 62k | 111.77 |
| 2019-03-31 | $4.8M | 47k | 101.26 |
| 2018-12-31 | $20k | 722 | 27.70 |
| 2018-09-30 | $4.5M | 42k | 107.75 |
| 2018-06-30 | $4.5M | 42k | 107.75 |
| 2018-03-31 | $4.5M | 42k | 107.75 |
| 2017-12-31 | $2.8M | 26k | 107.21 |
| 2017-09-30 | $2.1M | 22k | 95.50 |
| 2017-06-30 | $891k | 9.7k | 91.43 |
| 2017-03-31 | $818k | 9.3k | 87.82 |
| 2016-12-31 | $656k | 7.6k | 86.37 |