Convergence Investment Partners »

JPMorgan Chase & Co. shares owned by Convergence Investment Partners

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 24k 200.29
2023-09-30 $3.3M 23k 145.03
2023-06-30 $3.0M 21k 145.44
2023-03-31 $2.7M 21k 130.33
2022-12-31 $2.7M 20k 134.10
2022-09-30 $2.1M 20k 104.49
2022-06-30 $2.3M 20k 112.59
2022-03-31 $2.8M 20k 136.31
2021-12-31 $3.2M 20k 158.34
2021-09-30 $3.4M 21k 163.67
2021-06-30 $4.2M 27k 155.55
2021-03-31 $4.1M 27k 152.23
2020-12-31 $3.5M 27k 127.06
2020-09-30 $3.6M 37k 96.28
2020-06-30 $3.7M 39k 94.05
2020-03-31 $3.2M 36k 90.03
2019-12-31 $4.1M 29k 139.39
2019-09-30 $4.4M 37k 117.69
2019-06-30 $4.3M 39k 111.80
2019-03-31 $7.3M 72k 101.23
2018-12-31 $8.8M 90k 97.62
2018-09-30 $9.0M 80k 112.84
2018-06-30 $11M 103k 104.20
2018-03-31 $12M 113k 109.97
2017-12-31 $15M 143k 106.94
2017-09-30 $13M 138k 95.51
2017-06-30 $13M 141k 91.40
2017-03-31 $11M 121k 87.84
2016-12-31 $13M 144k 86.29
2016-09-30 $9.9M 148k 66.59
2016-06-30 $13M 201k 62.14
2016-03-31 $15M 258k 59.22
2015-12-31 $18M 276k 66.03
2015-09-30 $15M 245k 60.97
2015-06-30 $17M 251k 67.76
2015-03-31 $8.1M 133k 60.58
2014-12-31 $13M 212k 62.58
2014-09-30 $13M 222k 60.24
2014-06-30 $12M 202k 57.62
2014-03-31 $14M 225k 60.71
2013-12-31 $11M 179k 58.48
2013-09-30 $5.0M 97k 51.69
2013-06-30 $3.2M 61k 52.78
2013-03-31 $2.9M 60k 47.47
2012-12-31 $4.1M 92k 43.97
2012-09-30 $4.6M 112k 40.48
2012-06-30 $3.4M 96k 35.73
2012-03-31 $2.5M 54k 45.98
2011-06-30 $246k 6.0k 40.94