JPMorgan Chase & Co. shares owned by Financial Consulate
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.5k | 315.43 |
| 2023-03-31 | $717k | 5.5k | 130.31 |
| 2022-12-31 | $693k | 5.2k | 134.10 |
| 2022-09-30 | $572k | 5.5k | 104.59 |
| 2022-06-30 | $616k | 5.5k | 112.63 |
| 2022-03-31 | $762k | 5.6k | 136.39 |
| 2021-12-31 | $861k | 5.4k | 158.36 |
| 2021-09-30 | $898k | 5.5k | 163.66 |
| 2021-06-30 | $807k | 5.2k | 155.58 |
| 2021-03-31 | $790k | 5.2k | 152.30 |
| 2020-12-31 | $646k | 5.1k | 126.99 |
| 2020-09-30 | $490k | 5.1k | 96.32 |
| 2020-06-30 | $468k | 5.0k | 93.98 |
| 2020-03-31 | $454k | 5.0k | 90.10 |
| 2019-12-31 | $702k | 5.0k | 139.34 |
| 2019-09-30 | $595k | 5.1k | 117.64 |
| 2019-06-30 | $541k | 4.8k | 111.82 |
| 2019-03-31 | $503k | 5.0k | 101.31 |
| 2018-12-31 | $507k | 5.2k | 97.71 |
| 2018-09-30 | $583k | 5.2k | 112.85 |
| 2018-06-30 | $551k | 5.3k | 104.14 |
| 2018-03-31 | $554k | 5.0k | 109.90 |
| 2017-12-31 | $534k | 5.0k | 106.99 |
| 2017-09-30 | $477k | 5.0k | 95.57 |
| 2017-06-30 | $372k | 4.1k | 91.29 |
| 2017-03-31 | $354k | 4.0k | 87.82 |
| 2016-12-31 | $336k | 3.9k | 86.35 |
| 2016-09-30 | $259k | 3.9k | 66.56 |
| 2016-06-30 | $248k | 4.0k | 62.14 |
| 2016-03-31 | $233k | 3.9k | 59.33 |
| 2015-12-31 | $259k | 3.9k | 65.95 |
| 2015-09-30 | $239k | 3.9k | 60.86 |
| 2015-06-30 | $290k | 4.3k | 67.80 |
| 2015-03-31 | $259k | 4.3k | 60.56 |
| 2014-12-31 | $305k | 4.9k | 62.67 |