JPMorgan Chase & Co. shares owned by Financeware
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $718k | 2.2k | 322.22 |
| 2025-09-30 | $703k | 2.2k | 315.43 |
| 2025-06-30 | $217k | 749 | 289.91 |
| 2025-03-31 | $332k | 1.4k | 245.30 |
| 2024-12-31 | $264k | 1.1k | 239.71 |
| 2024-09-30 | $201k | 953 | 210.86 |
| 2021-03-31 | $126k | 828 | 152.17 |
| 2020-03-31 | $26k | 294 | 88.44 |
| 2019-12-31 | $66k | 472 | 139.83 |
| 2019-09-30 | $27k | 230 | 117.39 |
| 2019-06-30 | $26k | 230 | 113.04 |
| 2019-03-31 | $23k | 230 | 100.00 |
| 2018-12-31 | $22k | 230 | 95.65 |
| 2018-09-30 | $26k | 230 | 113.04 |
| 2018-06-30 | $36k | 346 | 104.05 |
| 2018-03-31 | $23k | 206 | 111.65 |
| 2017-12-31 | $12k | 116 | 103.45 |
| 2017-09-30 | $11k | 116 | 94.83 |
| 2017-06-30 | $11k | 116 | 94.83 |
| 2017-03-31 | $10k | 116 | 86.21 |
| 2016-12-31 | $10k | 116 | 86.21 |
| 2016-09-30 | $9.0k | 128 | 70.31 |
| 2016-06-30 | $8.0k | 128 | 62.50 |
| 2016-03-31 | $7.0k | 116 | 60.34 |
| 2015-12-31 | $8.0k | 116 | 68.97 |
| 2015-09-30 | $51k | 839 | 60.79 |
| 2015-06-30 | $63k | 929 | 67.81 |
| 2015-03-31 | $165k | 2.7k | 60.71 |
| 2014-12-31 | $47k | 748 | 62.83 |
| 2014-09-30 | $54k | 891 | 60.61 |
| 2014-06-30 | $42k | 723 | 58.09 |
| 2014-03-31 | $44k | 723 | 60.86 |
| 2013-12-31 | $42k | 723 | 58.09 |
| 2013-09-30 | $37k | 723 | 51.18 |
| 2013-06-30 | $41k | 774 | 52.97 |