Freestone Capital Holdings »

JPMorgan Chase & Co. shares owned by Freestone Capital Holdings

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

Historical chart of Freestone Capital Holdings investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $26M 108k 239.71
2024-06-30 $22M 110k 202.26
2024-03-31 $21M 107k 200.30
2023-12-31 $17M 103k 170.10
2023-09-30 $15M 102k 145.02
2023-06-30 $13M 91k 145.44
2023-03-31 $11M 87k 130.31
2022-12-31 $12M 86k 134.10
2022-09-30 $8.8M 84k 104.50
2022-06-30 $10M 90k 112.62
2022-03-31 $13M 97k 136.32
2021-12-31 $15M 93k 158.35
2021-09-30 $14M 86k 163.69
2021-06-30 $14M 92k 155.54
2021-03-31 $14M 91k 152.23
2020-12-31 $13M 99k 127.07
2020-09-30 $8.7M 90k 96.27
2020-06-30 $5.8M 61k 94.06
2020-03-31 $5.4M 60k 90.03
2019-12-31 $7.0M 50k 139.39
2019-09-30 $3.7M 31k 117.71
2019-06-30 $2.8M 25k 111.80
2019-03-31 $2.4M 23k 101.22
2018-12-31 $2.3M 24k 97.64
2018-09-30 $2.1M 18k 112.83
2018-06-30 $1.6M 15k 104.19
2018-03-31 $1.6M 14k 109.98
2017-12-31 $1.6M 15k 106.96
2017-09-30 $1.4M 15k 95.48
2017-06-30 $1.8M 20k 91.39
2017-03-31 $1.5M 18k 87.83
2016-12-31 $2.9M 33k 86.27
2016-09-30 $1.9M 29k 66.59
2016-06-30 $2.1M 34k 62.15
2016-03-31 $2.0M 34k 59.22
2015-12-31 $2.4M 36k 66.04
2015-09-30 $2.8M 46k 60.97
2015-06-30 $1.4M 21k 67.77
2015-03-31 $1.3M 22k 60.60
2014-06-30 $203k 3.5k 57.28

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Nike CL B (NKE)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.