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JPMorgan Chase & Co. shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 8.5k 315.44
2025-06-30 $3.7M 13k 289.90
2025-03-31 $2.9M 12k 245.30
2024-12-31 $2.9M 12k 239.72
2024-09-30 $2.4M 12k 210.86
2024-06-30 $2.2M 11k 202.27
2024-03-31 $2.3M 12k 200.30
2023-12-31 $2.0M 12k 170.10
2023-09-30 $1.7M 12k 145.02
2023-06-30 $1.7M 12k 145.43
2023-03-31 $1.5M 12k 130.31
2022-12-31 $1.5M 11k 134.10
2022-09-30 $1.2M 11k 104.51
2022-06-30 $1.3M 11k 112.58
2022-03-31 $1.6M 12k 136.29
2021-12-31 $1.8M 11k 158.36
2021-09-30 $1.8M 11k 163.71
2021-06-30 $1.4M 8.9k 155.55
2021-03-31 $1.4M 8.9k 152.28
2020-12-31 $1.1M 8.9k 127.07
2020-09-30 $934k 9.7k 96.00
2020-06-30 $933k 9.9k 94.04
2020-03-31 $957k 11k 90.05
2019-12-31 $1.2M 8.7k 139.43
2019-09-30 $1.0M 8.5k 117.65
2019-06-30 $575k 5.1k 111.87
2019-03-31 $546k 5.4k 101.30
2018-12-31 $876k 9.0k 97.57
2018-09-30 $1.1M 10k 112.81
2018-06-30 $892k 8.6k 104.16
2018-03-31 $1.2M 11k 109.97
2017-12-31 $855k 8.0k 106.93
2017-09-30 $424k 4.4k 95.58
2017-06-30 $345k 3.8k 91.39
2017-03-31 $376k 4.3k 87.95
2016-12-31 $341k 4.1k 83.66
2016-09-30 $441k 6.6k 66.59
2016-06-30 $1.6M 26k 62.14
2016-03-31 $1.5M 25k 59.23
2015-12-31 $489k 7.4k 66.04
2015-09-30 $433k 7.1k 60.94
2015-06-30 $481k 7.1k 67.70
2015-03-31 $430k 7.1k 60.52
2014-12-31 $401k 6.4k 62.61
2014-09-30 $224k 3.7k 60.30
2014-03-31 $333k 5.5k 60.17
2013-12-31 $321k 5.5k 58.53

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
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Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.