JPMorgan Chase & Co. shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $202k | 626 | 322.23 |
| 2025-03-31 | $235k | 958 | 245.28 |
| 2023-09-30 | $212k | 1.5k | 145.00 |
| 2023-06-30 | $212k | 1.5k | 145.43 |
| 2023-03-31 | $204k | 1.6k | 130.32 |
| 2022-12-31 | $242k | 1.8k | 134.10 |
| 2022-09-30 | $187k | 1.8k | 104.29 |
| 2022-06-30 | $200k | 1.8k | 112.36 |
| 2022-03-31 | $240k | 1.8k | 135.82 |
| 2021-12-31 | $143k | 906 | 157.84 |
| 2021-09-30 | $134k | 823 | 162.82 |
| 2021-06-30 | $112k | 721 | 155.34 |
| 2021-03-31 | $118k | 777 | 151.87 |
| 2020-12-31 | $98k | 773 | 126.78 |
| 2020-09-30 | $73k | 767 | 95.18 |
| 2020-06-30 | $71k | 761 | 93.30 |
| 2020-03-31 | $77k | 918 | 83.88 |
| 2019-12-31 | $68k | 484 | 140.50 |
| 2019-09-30 | $77k | 671 | 114.75 |
| 2019-06-30 | $48k | 430 | 111.63 |
| 2019-03-31 | $43k | 43k | 0.99 |