JPMorgan Chase & Co. shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $45k | 286 | 157.34 |
| 2021-03-31 | $45k | 286 | 157.34 |
| 2020-12-31 | $10M | 79k | 127.07 |
| 2020-09-30 | $3.2M | 34k | 96.26 |
| 2020-06-30 | $2.7M | 29k | 94.07 |
| 2020-03-31 | $1.6M | 17k | 90.02 |
| 2019-12-31 | $2.5M | 18k | 139.41 |
| 2019-09-30 | $2.2M | 19k | 117.66 |
| 2019-06-30 | $2.0M | 18k | 111.82 |
| 2019-03-31 | $1.7M | 17k | 101.23 |
| 2018-12-31 | $2.5M | 22k | 112.86 |
| 2018-09-30 | $2.5M | 22k | 112.86 |
| 2018-06-30 | $2.1M | 20k | 104.21 |
| 2018-03-31 | $371k | 3.4k | 110.09 |
| 2017-12-31 | $332k | 3.1k | 107.06 |
| 2017-09-30 | $270k | 2.8k | 95.54 |
| 2017-06-30 | $238k | 2.6k | 91.54 |
| 2017-03-31 | $266k | 3.0k | 87.85 |
| 2016-03-31 | $1.2M | 20k | 59.24 |