JPMorgan Chase & Co. shares owned by Excalibur Management Corporation
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Excalibur Management Corporation
from 13F filings
Historical chart of Excalibur Management Corporation investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Excalibur Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 35k | 315.43 |
| 2025-06-30 | $10M | 35k | 289.91 |
| 2025-03-31 | $8.7M | 35k | 245.30 |
| 2024-12-31 | $8.5M | 36k | 239.71 |
| 2024-09-30 | $7.5M | 36k | 210.86 |
| 2024-06-30 | $7.3M | 36k | 202.26 |
| 2024-03-31 | $7.2M | 36k | 200.30 |
| 2023-12-31 | $6.1M | 36k | 170.10 |
| 2023-09-30 | $5.4M | 37k | 145.02 |
| 2023-06-30 | $5.5M | 38k | 145.44 |
| 2023-03-31 | $4.9M | 38k | 130.31 |
| 2022-12-31 | $5.1M | 38k | 134.10 |
| 2022-09-30 | $4.0M | 38k | 104.49 |
| 2022-06-30 | $4.2M | 37k | 112.61 |
| 2022-03-31 | $5.1M | 37k | 136.31 |
| 2021-12-31 | $5.8M | 37k | 158.36 |
| 2021-09-30 | $5.9M | 36k | 163.68 |
| 2021-06-30 | $5.5M | 36k | 155.54 |
| 2021-03-31 | $5.5M | 36k | 152.23 |
| 2020-12-31 | $4.7M | 37k | 127.06 |
| 2020-09-30 | $3.6M | 38k | 96.27 |
| 2020-06-30 | $3.8M | 40k | 94.05 |
| 2020-03-31 | $3.4M | 38k | 90.02 |
| 2019-12-31 | $5.0M | 36k | 139.40 |
| 2019-09-30 | $3.9M | 33k | 117.70 |
| 2019-06-30 | $3.7M | 33k | 111.81 |
| 2019-03-31 | $3.4M | 34k | 101.24 |
| 2018-12-31 | $3.9M | 39k | 97.63 |
| 2018-09-30 | $4.4M | 39k | 112.85 |
| 2018-06-30 | $4.9M | 47k | 104.19 |
| 2018-03-31 | $5.1M | 47k | 109.98 |
| 2017-12-31 | $5.0M | 46k | 106.94 |
| 2017-09-30 | $4.5M | 48k | 95.50 |
| 2017-06-30 | $4.4M | 48k | 91.40 |
| 2017-03-31 | $4.2M | 48k | 87.83 |
| 2016-12-31 | $3.9M | 46k | 86.30 |
| 2016-09-30 | $3.2M | 47k | 66.59 |
| 2016-06-30 | $3.0M | 49k | 62.15 |
| 2016-03-31 | $2.9M | 49k | 59.22 |
| 2015-12-31 | $3.2M | 48k | 66.03 |
| 2015-09-30 | $3.0M | 49k | 60.98 |
| 2015-06-30 | $3.1M | 45k | 67.75 |
| 2015-03-31 | $2.7M | 45k | 60.59 |
| 2014-12-31 | $1.2M | 20k | 62.59 |
| 2014-09-30 | $982k | 16k | 60.22 |
| 2014-06-30 | $871k | 15k | 57.62 |
| 2014-03-31 | $567k | 9.3k | 60.69 |
| 2013-12-31 | $478k | 8.2k | 58.53 |
| 2013-09-30 | $343k | 6.6k | 51.75 |
| 2013-06-30 | $260k | 4.9k | 52.76 |
More positions owned by Excalibur Management Corporation
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