JPMorgan Chase & Co. shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72M | 340k | 210.86 |
| 2024-06-30 | $68M | 336k | 202.26 |
| 2024-03-31 | $69M | 344k | 200.30 |
| 2023-12-31 | $58M | 342k | 170.10 |
| 2023-09-30 | $50M | 345k | 145.02 |
| 2023-06-30 | $60M | 415k | 145.44 |
| 2023-03-31 | $53M | 406k | 130.31 |
| 2022-12-31 | $43M | 321k | 134.10 |
| 2022-09-30 | $33M | 318k | 104.50 |
| 2022-06-30 | $35M | 313k | 112.61 |
| 2022-03-31 | $42M | 308k | 136.32 |
| 2021-12-31 | $48M | 305k | 158.35 |
| 2021-09-30 | $49M | 299k | 163.69 |
| 2021-06-30 | $58M | 373k | 155.54 |
| 2021-03-31 | $54M | 357k | 152.23 |
| 2020-12-31 | $42M | 334k | 127.07 |
| 2020-09-30 | $32M | 327k | 96.27 |
| 2020-06-30 | $31M | 330k | 94.06 |
| 2020-03-31 | $27M | 295k | 90.03 |
| 2019-12-31 | $40M | 288k | 139.40 |
| 2019-09-30 | $34M | 285k | 117.69 |
| 2019-06-30 | $32M | 289k | 111.80 |
| 2019-03-31 | $29M | 282k | 101.23 |
| 2018-12-31 | $33M | 335k | 97.62 |
| 2018-09-30 | $38M | 335k | 112.84 |
| 2018-06-30 | $35M | 331k | 104.20 |
| 2018-03-31 | $36M | 331k | 109.97 |
| 2017-12-31 | $805k | 7.5k | 106.98 |
| 2017-09-30 | $31M | 329k | 95.51 |
| 2017-06-30 | $29M | 320k | 91.40 |
| 2017-03-31 | $28M | 322k | 87.84 |
| 2016-12-31 | $27M | 312k | 86.29 |
| 2016-09-30 | $19M | 288k | 66.59 |
| 2016-06-30 | $18M | 287k | 62.14 |
| 2016-03-31 | $19M | 318k | 59.22 |
| 2015-12-31 | $22M | 340k | 66.03 |
| 2015-09-30 | $21M | 341k | 60.97 |
| 2015-06-30 | $23M | 341k | 67.76 |
| 2015-03-31 | $20M | 326k | 60.58 |
| 2014-12-31 | $19M | 308k | 62.58 |
| 2014-09-30 | $18M | 298k | 60.24 |
| 2014-06-30 | $16M | 284k | 57.62 |
| 2014-03-31 | $17M | 271k | 60.71 |
| 2013-12-31 | $15M | 250k | 58.48 |
| 2013-09-30 | $12M | 232k | 51.69 |
| 2013-06-30 | $11M | 209k | 52.79 |
| 2013-03-31 | $266k | 5.6k | 47.46 |
| 2012-12-31 | $283k | 6.4k | 43.97 |
| 2012-03-31 | $218k | 4.8k | 45.89 |
| 2011-03-31 | $267k | 5.8k | 46.04 |
| 2010-12-31 | $243k | 5.7k | 42.38 |
| 2010-09-30 | $321k | 8.4k | 38.06 |
| 2010-06-30 | $398k | 11k | 36.57 |
| 2010-03-31 | $477k | 11k | 44.76 |
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