JPMorgan Chase & Co. shares owned by Equitable Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Equitable Trust
from 13F filings
Historical chart of Equitable Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 58k | 315.43 |
| 2025-06-30 | $17M | 58k | 289.91 |
| 2025-03-31 | $15M | 60k | 245.30 |
| 2024-12-31 | $14M | 60k | 239.71 |
| 2024-09-30 | $12M | 59k | 210.86 |
| 2024-06-30 | $12M | 57k | 202.26 |
| 2024-03-31 | $11M | 55k | 200.30 |
| 2023-12-31 | $8.1M | 48k | 170.10 |
| 2023-09-30 | $7.1M | 49k | 145.02 |
| 2023-06-30 | $6.8M | 47k | 145.44 |
| 2023-03-31 | $6.1M | 47k | 130.31 |
| 2022-12-31 | $6.3M | 47k | 134.10 |
| 2022-09-30 | $3.6M | 35k | 104.49 |
| 2022-06-30 | $3.8M | 34k | 112.62 |
| 2022-03-31 | $5.0M | 37k | 136.33 |
| 2021-12-31 | $5.6M | 35k | 158.34 |
| 2021-09-30 | $5.2M | 32k | 163.68 |
| 2021-06-30 | $5.0M | 32k | 155.53 |
| 2021-03-31 | $4.7M | 31k | 152.24 |
| 2020-12-31 | $3.6M | 28k | 127.04 |
| 2020-09-30 | $2.4M | 25k | 96.23 |
| 2020-06-30 | $2.0M | 21k | 94.07 |
| 2020-03-31 | $3.0M | 34k | 90.05 |
| 2019-12-31 | $7.9M | 57k | 139.41 |
| 2019-09-30 | $6.8M | 58k | 117.69 |
| 2019-06-30 | $6.3M | 56k | 111.81 |
| 2019-03-31 | $6.0M | 60k | 101.23 |
| 2018-12-31 | $5.8M | 60k | 97.62 |
| 2018-09-30 | $6.3M | 56k | 112.85 |
| 2018-06-30 | $5.3M | 51k | 104.21 |