JPMorgan Chase & Co. shares owned by Confluence Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 685 | 315.43 |
| 2025-06-30 | $210k | 725 | 289.91 |
| 2025-03-31 | $208k | 849 | 245.30 |
| 2024-12-31 | $204k | 852 | 239.71 |
| 2024-06-30 | $211k | 1.0k | 202.19 |
| 2023-03-31 | $234k | 1.8k | 130.31 |
| 2022-12-31 | $251k | 1.9k | 134.08 |
| 2022-06-30 | $206k | 1.8k | 112.38 |
| 2022-03-31 | $255k | 1.9k | 136.36 |
| 2021-12-31 | $290k | 1.8k | 158.21 |
| 2021-09-30 | $305k | 1.9k | 163.71 |
| 2021-06-30 | $278k | 1.8k | 155.74 |
| 2021-03-31 | $464k | 3.0k | 152.23 |
| 2020-12-31 | $355k | 2.8k | 126.92 |
| 2020-09-30 | $279k | 2.9k | 96.31 |
| 2020-06-30 | $272k | 2.9k | 93.89 |
| 2020-03-31 | $269k | 3.0k | 90.03 |
| 2019-12-31 | $412k | 3.0k | 139.24 |
| 2019-09-30 | $540k | 4.6k | 117.72 |
| 2019-06-30 | $718k | 6.4k | 111.86 |
| 2019-03-31 | $740k | 7.3k | 101.25 |
| 2018-12-31 | $805k | 8.3k | 97.56 |
| 2018-09-30 | $1.3M | 12k | 112.82 |
| 2018-06-30 | $1.2M | 12k | 104.22 |
| 2018-03-31 | $1.1M | 9.6k | 110.00 |
| 2017-12-31 | $751k | 7.0k | 107.01 |
| 2017-09-30 | $686k | 7.2k | 95.49 |
| 2017-06-30 | $668k | 7.3k | 91.38 |
| 2017-03-31 | $337k | 3.8k | 87.76 |
| 2013-12-31 | $250k | 4.3k | 58.42 |
| 2013-09-30 | $253k | 4.9k | 51.75 |
| 2013-06-30 | $327k | 619 | 528.27 |
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