JPMorgan Chase & Co. shares owned by Diversified Trust Company
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 73k | 210.86 |
| 2024-06-30 | $14M | 71k | 202.26 |
| 2024-03-31 | $12M | 58k | 200.30 |
| 2023-12-31 | $14M | 80k | 170.10 |
| 2023-09-30 | $12M | 84k | 145.02 |
| 2023-06-30 | $17M | 115k | 145.44 |
| 2023-03-31 | $14M | 107k | 130.31 |
| 2022-12-31 | $14M | 106k | 134.10 |
| 2022-09-30 | $11M | 104k | 104.50 |
| 2022-06-30 | $12M | 104k | 112.61 |
| 2022-03-31 | $14M | 100k | 136.32 |
| 2021-12-31 | $14M | 89k | 158.35 |
| 2021-09-30 | $14M | 85k | 163.69 |
| 2021-06-30 | $13M | 86k | 155.54 |
| 2021-03-31 | $13M | 87k | 152.23 |
| 2020-12-31 | $11M | 83k | 127.07 |
| 2020-09-30 | $8.4M | 87k | 96.27 |
| 2020-06-30 | $6.4M | 69k | 94.05 |
| 2020-03-31 | $5.9M | 65k | 90.02 |
| 2019-12-31 | $8.7M | 62k | 139.39 |
| 2019-09-30 | $5.0M | 43k | 117.70 |
| 2019-06-30 | $4.6M | 41k | 111.79 |
| 2019-03-31 | $4.1M | 41k | 101.24 |
| 2018-12-31 | $3.9M | 40k | 97.61 |
| 2018-09-30 | $4.2M | 37k | 112.85 |
| 2018-06-30 | $3.9M | 37k | 104.19 |
| 2018-03-31 | $3.9M | 35k | 109.98 |
| 2017-12-31 | $3.7M | 35k | 106.95 |
| 2017-09-30 | $3.1M | 33k | 95.50 |
| 2017-06-30 | $3.0M | 33k | 91.40 |
| 2017-03-31 | $688k | 7.8k | 87.84 |
| 2016-12-31 | $740k | 8.6k | 86.29 |
| 2016-09-30 | $415k | 6.2k | 66.59 |
| 2016-06-30 | $3.4M | 56k | 62.15 |
| 2016-03-31 | $4.5M | 76k | 59.21 |
| 2015-12-31 | $5.5M | 83k | 66.03 |
| 2015-09-30 | $5.0M | 82k | 60.97 |
| 2015-06-30 | $5.6M | 83k | 67.75 |
| 2015-03-31 | $3.8M | 63k | 60.58 |
| 2014-12-31 | $3.1M | 49k | 62.57 |
| 2014-06-30 | $2.3M | 40k | 57.61 |
| 2013-12-31 | $1.7M | 29k | 58.46 |
| 2013-09-30 | $1.5M | 29k | 51.69 |
| 2013-06-30 | $978k | 19k | 52.82 |