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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.

Tip: Access up to 7 years of quarterly data

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
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 (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.