JPMorgan Chase & Co. shares owned by Cordatus Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cordatus Wealth Management
from 13F filings
Historical chart of Cordatus Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Cordatus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Cordatus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 37k | 315.42 |
| 2025-06-30 | $11M | 37k | 289.90 |
| 2025-03-31 | $9.0M | 37k | 245.30 |
| 2024-12-31 | $8.7M | 36k | 239.71 |
| 2024-09-30 | $7.6M | 36k | 210.85 |
| 2024-06-30 | $7.2M | 36k | 202.26 |
| 2024-03-31 | $7.1M | 36k | 200.28 |
| 2023-12-31 | $6.1M | 36k | 170.09 |
| 2023-09-30 | $5.2M | 36k | 145.01 |
| 2023-06-30 | $5.4M | 37k | 145.44 |
| 2023-03-31 | $3.3M | 25k | 130.31 |
| 2022-12-31 | $3.4M | 25k | 134.09 |
| 2022-06-30 | $2.7M | 24k | 112.61 |
| 2022-03-31 | $3.2M | 23k | 136.31 |
| 2021-12-31 | $4.1M | 26k | 158.34 |
| 2021-09-30 | $3.5M | 22k | 163.69 |
| 2021-03-31 | $3.2M | 21k | 152.23 |
| 2020-12-31 | $2.6M | 20k | 127.06 |
| 2020-09-30 | $1.9M | 20k | 96.27 |
| 2020-06-30 | $1.9M | 20k | 94.06 |
| 2020-03-31 | $1.1M | 13k | 90.01 |
| 2019-12-31 | $1.3M | 9.2k | 139.39 |
| 2019-09-30 | $907k | 7.7k | 117.64 |
| 2019-06-30 | $710k | 6.4k | 111.79 |
| 2019-03-31 | $620k | 6.1k | 101.22 |
| 2018-12-31 | $499k | 5.1k | 97.63 |
More positions owned by Cordatus Wealth Management
View all positions for Cordatus Wealth Management