JPMorgan Chase & Co. shares owned by Epoch Investment Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Epoch Investment Partners
from 13F filings
Historical chart of Epoch Investment Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Epoch Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Epoch Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308M | 978k | 315.43 |
| 2025-06-30 | $400M | 1.4M | 289.91 |
| 2025-03-31 | $392M | 1.6M | 245.30 |
| 2024-12-31 | $411M | 1.7M | 239.71 |
| 2024-09-30 | $416M | 2.0M | 210.86 |
| 2024-06-30 | $391M | 1.9M | 202.26 |
| 2024-03-31 | $305M | 1.5M | 200.30 |
| 2023-12-31 | $240M | 1.4M | 170.10 |
| 2023-09-30 | $209M | 1.4M | 145.02 |
| 2023-06-30 | $229M | 1.6M | 145.44 |
| 2023-03-31 | $213M | 1.6M | 130.31 |
| 2022-12-31 | $208M | 1.5M | 134.10 |
| 2022-09-30 | $157M | 1.5M | 104.50 |
| 2022-06-30 | $164M | 1.5M | 112.83 |
| 2022-03-31 | $183M | 1.3M | 136.29 |
| 2021-12-31 | $193M | 1.2M | 158.35 |
| 2021-09-30 | $197M | 1.2M | 163.69 |
| 2021-06-30 | $193M | 1.2M | 155.54 |
| 2021-03-31 | $198M | 1.3M | 152.23 |
| 2020-12-31 | $153M | 1.2M | 127.07 |
| 2020-09-30 | $93M | 962k | 96.27 |
| 2020-06-30 | $76M | 807k | 94.06 |
| 2019-03-31 | $82M | 809k | 101.23 |
| 2018-12-31 | $91M | 936k | 97.62 |
| 2018-09-30 | $160M | 1.4M | 112.84 |
| 2018-06-30 | $147M | 1.4M | 104.20 |
| 2018-03-31 | $146M | 1.3M | 109.97 |
| 2017-12-31 | $140M | 1.3M | 106.94 |
| 2017-09-30 | $104M | 1.1M | 95.51 |
| 2017-06-30 | $96M | 1.1M | 91.40 |
| 2017-03-31 | $114M | 1.3M | 87.84 |
| 2016-12-31 | $134M | 1.5M | 86.29 |