Dorchester Wealth Management »

JPMorgan Chase & Co. shares owned by Dorchester Wealth Management

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

Historical chart of Dorchester Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Dorchester Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 64k 170.10
2023-09-30 $9.4M 65k 145.02
2023-06-30 $9.4M 65k 145.44
2023-03-31 $8.5M 65k 130.31
2022-12-31 $7.6M 57k 134.10
2022-09-30 $6.8M 65k 104.50
2022-06-30 $7.2M 64k 112.61
2022-03-31 $9.7M 57k 170.34
2021-12-31 $6.2M 39k 158.35
2021-09-30 $6.2M 38k 163.69
2021-06-30 $6.2M 40k 155.55
2021-03-31 $6.2M 41k 152.23
2020-12-31 $5.1M 40k 127.08
2020-09-30 $4.1M 42k 96.27
2020-06-30 $4.0M 42k 94.06
2020-03-31 $3.8M 43k 90.03
2019-12-31 $4.8M 35k 139.40
2019-09-30 $4.0M 34k 117.70
2019-06-30 $4.1M 37k 111.80
2019-03-31 $3.7M 37k 101.23
2018-12-31 $3.6M 37k 97.62
2018-09-30 $3.5M 31k 112.83
2018-06-30 $3.1M 30k 104.19
2018-03-31 $3.3M 30k 109.98
2017-12-31 $3.3M 31k 106.93
2017-09-30 $3.0M 32k 95.50
2017-06-30 $2.9M 32k 91.40
2017-03-31 $2.8M 32k 87.83
2016-12-31 $2.8M 32k 86.29
2016-09-30 $2.3M 34k 66.60
2016-06-30 $2.1M 34k 62.13
2016-03-31 $1.9M 32k 59.23
2015-12-31 $302k 4.6k 65.94
2015-09-30 $373k 4.6k 81.44
2015-06-30 $372k 4.4k 84.55

More positions owned by Dorchester Wealth Management

Apple (AAPL)
Rbc Cad (RY)
Toronto Dominion Bk Ont Com New (TD)
Bank Of Montreal Cadcom (BMO)
Alphabet Cap Stk Cl C (GOOG)
Bce Com New (BCE)
Canadian Natl Ry (CNI)
Suncor Energy (SU)
Enbridge (ENB)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Manulife Finl Corp (MFC)
Rogers Communications CL B (RCI)
JPMorgan Chase & Co. (JPM)
Tc Energy Corp (TRP)

View all positions for Dorchester Wealth 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.