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JPMorgan Chase & Co. shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 23k 200.30
2023-12-31 $4.1M 24k 170.10
2023-09-30 $3.5M 24k 145.02
2023-06-30 $3.5M 24k 145.44
2023-03-31 $3.2M 24k 130.31
2022-12-31 $3.3M 24k 134.09
2022-09-30 $2.5M 24k 104.49
2022-06-30 $2.7M 24k 112.62
2022-03-31 $3.5M 26k 136.32
2021-12-31 $4.1M 26k 158.34
2021-09-30 $4.1M 25k 163.70
2021-06-30 $3.8M 25k 155.55
2021-03-31 $3.7M 25k 152.23
2020-12-31 $3.2M 25k 127.07
2020-09-30 $2.4M 25k 96.25
2020-06-30 $2.3M 25k 94.05
2020-03-31 $2.2M 25k 90.05
2019-12-31 $3.6M 26k 139.41
2019-09-30 $3.0M 26k 117.67
2019-06-30 $2.9M 26k 111.79
2019-03-31 $2.6M 26k 101.22
2018-12-31 $2.6M 25k 104.19
2018-09-30 $2.9M 25k 112.82
2018-06-30 $2.6M 25k 104.19
2018-03-31 $2.8M 26k 109.97
2017-12-31 $1.5M 14k 106.93
2017-09-30 $2.7M 29k 95.51
2017-06-30 $1.4M 15k 91.39
2017-03-31 $1.4M 16k 87.85
2016-12-31 $1.4M 17k 86.29
2016-09-30 $2.3M 35k 66.58
2016-06-30 $2.1M 34k 62.13
2016-03-31 $2.0M 34k 59.23
2015-12-31 $2.1M 31k 66.03
2015-09-30 $947k 16k 60.97
2015-06-30 $1.0M 15k 67.73
2015-03-31 $937k 16k 60.60
2014-12-31 $932k 15k 62.60
2014-09-30 $859k 14k 60.23
2014-06-30 $822k 14k 57.63
2014-03-31 $869k 14k 60.71

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
SPDR S&P Midcap 400 Etf (MDY)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Vanguard S&P 500 ETF Etf (VOO)
Schwab Large Cap Growth ETF Etf (SCHG)
Apple (AAPL)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.