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JPMorgan Chase & Co. shares owned by CWM

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

Historical chart of CWM investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $77M 364k 210.86
2024-06-30 $69M 342k 202.26
2024-03-31 $66M 327k 200.30
2023-12-31 $50M 296k 170.10
2023-09-30 $35M 238k 145.02
2023-06-30 $30M 207k 145.44
2023-03-31 $24M 182k 130.31
2022-12-31 $20M 152k 134.10
2022-09-30 $14M 129k 104.50
2022-06-30 $11M 101k 112.61
2022-03-31 $13M 94k 136.32
2021-12-31 $13M 82k 158.35
2021-06-30 $9.7M 62k 155.54
2021-03-31 $9.5M 62k 152.23
2020-12-31 $9.3M 73k 127.07
2020-09-30 $8.4M 87k 96.27
2020-06-30 $9.7M 62k 155.54
2020-03-31 $3.4M 37k 90.03
2019-12-31 $9.7M 62k 155.54
2019-09-30 $9.7M 62k 155.54
2019-06-30 $3.1M 27k 111.82
2019-03-31 $2.1M 21k 101.25
2018-12-31 $2.2M 22k 97.62
2018-09-30 $2.0M 18k 112.86
2018-06-30 $1.6M 16k 104.21
2018-03-31 $1.6M 14k 109.98
2017-12-31 $1.4M 13k 106.93
2017-09-30 $1.2M 13k 95.48
2017-06-30 $1.3M 14k 91.41
2017-03-31 $1.6M 19k 87.83
2016-12-31 $6.2M 72k 86.28
2016-09-30 $4.2M 62k 66.59
2016-06-30 $4.3M 70k 62.14
2016-03-31 $3.4M 57k 59.23
2015-12-31 $12M 181k 66.03
2015-09-30 $14M 236k 60.97
2015-06-30 $16M 229k 67.76
2015-03-31 $14M 227k 60.58
2014-12-31 $15M 233k 62.58
2014-09-30 $3.5M 58k 60.25
2014-06-30 $480k 8.3k 57.66
2013-12-31 $759k 13k 58.50
2013-09-30 $260k 5.0k 51.69

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View all positions for CWM

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.