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JPMorgan Chase & Co. shares owned by CPCM

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

Historical chart of CPCM investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.2M 41k 104.51
2022-06-30 $5.3M 47k 112.60
2022-03-31 $5.7M 42k 136.31
2021-12-31 $6.1M 37k 163.69
2021-09-30 $6.1M 37k 163.69
2021-06-30 $5.8M 37k 155.53
2021-03-31 $4.9M 32k 152.23
2020-12-31 $3.8M 30k 127.08
2020-09-30 $3.4M 35k 96.27
2020-06-30 $3.2M 34k 94.05
2020-03-31 $3.0M 33k 90.04
2019-12-31 $5.2M 37k 139.40
2019-09-30 $4.4M 37k 117.68
2019-06-30 $4.0M 36k 111.79
2019-03-31 $3.0M 29k 101.22
2018-12-31 $2.9M 30k 97.61
2018-09-30 $2.9M 26k 112.83
2018-06-30 $2.2M 22k 104.21
2018-03-31 $1.2M 11k 109.97
2017-12-31 $2.3M 22k 106.95
2017-09-30 $1.7M 18k 95.51
2017-06-30 $2.2M 25k 91.39
2017-03-31 $2.2M 25k 87.84
2016-12-31 $2.7M 31k 86.29
2016-09-30 $3.6M 54k 66.59
2016-06-30 $2.9M 47k 62.14
2016-03-31 $2.8M 48k 59.22
2015-12-31 $3.4M 52k 65.99
2015-09-30 $3.0M 50k 60.95
2015-06-30 $1.3M 19k 67.73
2015-03-31 $646k 11k 60.52
2014-12-31 $744k 12k 62.52
2014-09-30 $633k 11k 60.14
2014-06-30 $507k 8.8k 57.56
2014-03-31 $406k 6.7k 60.61
2013-12-31 $353k 6.1k 58.33
2013-09-30 $369k 7.0k 52.78
2013-06-30 $369k 7.0k 52.78
2013-03-31 $289k 6.1k 47.43
2012-12-31 $267k 6.1k 43.85
2012-09-30 $231k 5.7k 40.34
2012-03-31 $212k 4.6k 45.91
2011-12-31 $211k 6.4k 33.20

More positions owned by CPCM

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DFA US Core Equity II Equities (DFAC)
Starbucks Corp Equities (SBUX)
Vanguard Specialized Portfolios Div Appr Equities (VIG)
iShares Russell 1000 Growth Index Equities (IWF)
SPDR S&P 500 Index Equities (SPY)
DFA Tax-Managed US Marketwide Value II Equities (DFUV)
Avantis US Equity ETF Equities (AVUS)
iShares MSCI All Country World Index Equities (ACWI)
DFA T/M U.S. Equity Equities (DFUS)
Avantis U.S. Small Cap Value ETF Equities (AVUV)
Vanguard Intl Equity Index Fds Total Wor Equities (VT)

View all positions for CPCM

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.