JPMorgan Chase & Co. shares owned by EFG Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 49k | 210.86 |
| 2024-06-30 | $10M | 51k | 202.26 |
| 2024-03-31 | $6.2M | 31k | 200.30 |
| 2023-12-31 | $7.8M | 46k | 170.10 |
| 2023-09-30 | $7.2M | 50k | 145.06 |
| 2023-06-30 | $7.3M | 50k | 145.44 |
| 2023-03-31 | $7.0M | 54k | 130.31 |
| 2022-12-31 | $6.7M | 50k | 134.10 |
| 2022-09-30 | $5.4M | 52k | 104.75 |
| 2022-06-30 | $8.1M | 71k | 112.88 |
| 2022-03-31 | $9.6M | 71k | 136.60 |
| 2021-12-31 | $17M | 105k | 158.68 |
| 2021-09-30 | $17M | 105k | 164.04 |
| 2021-06-30 | $15M | 98k | 155.76 |
| 2021-03-31 | $15M | 95k | 152.48 |
| 2020-12-31 | $12M | 91k | 127.25 |
| 2020-09-30 | $8.4M | 88k | 96.33 |
| 2020-06-30 | $7.6M | 81k | 94.16 |
| 2020-03-31 | $4.6M | 51k | 90.26 |
| 2019-12-31 | $8.0M | 150k | 53.60 |
| 2019-09-30 | $4.7M | 40k | 119.13 |
| 2019-06-30 | $4.6M | 41k | 113.07 |
| 2019-03-31 | $4.3M | 42k | 102.44 |
| 2018-12-31 | $5.8M | 58k | 98.53 |
| 2018-09-30 | $6.4M | 57k | 113.74 |
| 2018-06-30 | $5.8M | 56k | 105.12 |
| 2018-03-31 | $4.7M | 42k | 111.11 |
| 2017-12-31 | $4.6M | 43k | 107.90 |
| 2017-09-30 | $3.1M | 32k | 96.61 |
| 2017-06-30 | $472k | 5.2k | 91.47 |