JPMorgan Chase & Co. shares owned by Fundamentun
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 53k | 315.43 |
| 2025-06-30 | $16M | 54k | 289.91 |
| 2025-03-31 | $13M | 53k | 245.30 |
| 2024-12-31 | $11M | 46k | 239.71 |
| 2024-09-30 | $10M | 48k | 210.86 |
| 2024-06-30 | $8.9M | 44k | 202.26 |
| 2024-03-31 | $11M | 54k | 200.30 |
| 2023-12-31 | $9.5M | 56k | 170.10 |
| 2023-09-30 | $8.8M | 61k | 145.02 |
| 2023-06-30 | $8.4M | 58k | 145.44 |
| 2023-03-31 | $7.1M | 54k | 130.31 |
| 2022-12-31 | $7.5M | 56k | 134.10 |
| 2022-09-30 | $5.8M | 55k | 104.50 |
| 2022-06-30 | $6.7M | 60k | 112.62 |
| 2022-03-31 | $7.9M | 58k | 136.32 |
| 2021-12-31 | $8.8M | 56k | 158.36 |
| 2021-09-30 | $9.1M | 55k | 163.70 |
| 2021-06-30 | $6.7M | 43k | 155.54 |
| 2021-03-31 | $5.9M | 39k | 152.23 |
| 2020-12-31 | $5.5M | 44k | 127.07 |
| 2020-09-30 | $3.9M | 41k | 96.28 |
| 2020-06-30 | $3.4M | 36k | 94.06 |
| 2020-03-31 | $2.7M | 30k | 90.02 |
| 2019-12-31 | $3.1M | 22k | 139.39 |
| 2019-09-30 | $2.0M | 17k | 117.70 |
| 2019-06-30 | $1.6M | 14k | 111.82 |
| 2019-03-31 | $1.3M | 13k | 101.20 |