JPMorgan Chase & Co. shares owned by D.B. Root & Company
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.1k | 315.45 |
| 2025-06-30 | $1.2M | 4.3k | 289.96 |
| 2025-03-31 | $804k | 3.3k | 245.31 |
| 2024-12-31 | $772k | 3.2k | 239.76 |
| 2024-09-30 | $641k | 3.0k | 210.87 |
| 2024-06-30 | $624k | 3.1k | 202.31 |
| 2024-03-31 | $561k | 2.8k | 200.33 |
| 2023-12-31 | $241k | 1.4k | 170.10 |
| 2022-12-31 | $227k | 1.7k | 134.12 |
| 2022-03-31 | $209k | 1.5k | 135.89 |
| 2021-12-31 | $380k | 2.4k | 158.00 |
| 2021-09-30 | $233k | 1.4k | 163.28 |
| 2021-06-30 | $312k | 2.0k | 155.22 |
| 2021-03-31 | $374k | 2.5k | 152.16 |
| 2020-12-31 | $320k | 2.5k | 126.88 |
| 2020-09-30 | $203k | 2.1k | 96.03 |
| 2020-06-30 | $200k | 2.1k | 93.68 |
| 2019-12-31 | $347k | 2.5k | 139.13 |
| 2019-09-30 | $299k | 2.5k | 117.58 |
| 2019-06-30 | $297k | 2.7k | 111.74 |
| 2019-03-31 | $357k | 3.5k | 101.13 |
| 2018-12-31 | $418k | 3.7k | 112.88 |
| 2018-09-30 | $418k | 3.7k | 112.88 |
| 2018-06-30 | $449k | 4.3k | 104.32 |
| 2018-03-31 | $465k | 4.2k | 110.01 |
| 2017-12-31 | $302k | 2.8k | 107.05 |