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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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All positions including JPMorgan Chase & Co. held by Excalibur Management Corporation consolidated in one spreadsheet with up to 7 years of data

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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
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