JPMorgan Chase & Co. shares owned by Financial Perspectives
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 11k | 315.43 |
| 2025-06-30 | $2.8M | 9.7k | 289.90 |
| 2025-03-31 | $2.4M | 9.7k | 245.29 |
| 2024-12-31 | $2.3M | 9.7k | 239.71 |
| 2024-09-30 | $1.9M | 9.1k | 210.87 |
| 2024-06-30 | $1.8M | 9.1k | 202.25 |
| 2024-03-31 | $1.8M | 9.1k | 200.31 |
| 2023-12-31 | $1.6M | 9.2k | 170.10 |
| 2023-09-30 | $1.3M | 9.2k | 145.02 |
| 2023-06-30 | $1.3M | 9.2k | 145.44 |
| 2023-03-31 | $1.2M | 9.2k | 130.32 |
| 2022-12-31 | $1.2M | 9.2k | 134.11 |
| 2022-09-30 | $978k | 9.4k | 104.50 |
| 2022-06-30 | $607k | 5.4k | 112.61 |
| 2022-03-31 | $735k | 5.4k | 136.32 |
| 2021-12-31 | $797k | 5.0k | 158.35 |
| 2021-09-30 | $824k | 5.0k | 163.69 |
| 2021-06-30 | $754k | 4.9k | 155.54 |
| 2021-03-31 | $5.0M | 754k | 6.57 |
| 2020-12-31 | $519k | 4.1k | 127.07 |
| 2020-09-30 | $360k | 3.7k | 96.27 |
| 2020-06-30 | $337k | 3.6k | 94.06 |
| 2020-03-31 | $323k | 3.6k | 90.03 |
| 2019-12-31 | $447k | 3.2k | 139.40 |