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JPMorgan Chase & Co. shares owned by Family Management Corporation

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Family 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 19k 200.30
2023-12-31 $3.2M 19k 170.10
2023-09-30 $2.7M 19k 145.02
2023-06-30 $4.8M 33k 145.44
2023-03-31 $4.4M 34k 130.31
2022-12-31 $4.6M 35k 134.10
2022-09-30 $3.6M 35k 104.50
2022-06-30 $3.9M 35k 112.60
2022-03-31 $5.1M 38k 136.33
2021-12-31 $6.0M 38k 158.34
2021-09-30 $6.1M 37k 163.70
2021-06-30 $5.9M 38k 155.54
2021-03-31 $5.4M 35k 152.23
2020-12-31 $4.2M 33k 127.07
2020-06-30 $443k 4.7k 94.10
2020-03-31 $352k 3.9k 90.07
2019-12-31 $682k 4.9k 139.44
2019-09-30 $570k 4.8k 117.67
2019-06-30 $566k 5.1k 111.79
2019-03-31 $491k 4.9k 101.15
2018-12-31 $388k 4.0k 97.51
2018-09-30 $545k 4.8k 112.86
2018-06-30 $519k 5.0k 104.24
2018-03-31 $548k 5.0k 110.06
2017-12-31 $532k 5.0k 106.85
2017-09-30 $428k 4.5k 95.56
2017-06-30 $281k 3.1k 91.26