JPMorgan Chase & Co. shares owned by Holderness Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Holderness Investments
from 13F filings
Historical chart of Holderness Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Holderness Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 28k | 315.43 |
| 2025-06-30 | $8.4M | 29k | 289.91 |
| 2025-03-31 | $6.9M | 28k | 245.30 |
| 2024-12-31 | $6.7M | 28k | 239.71 |
| 2024-09-30 | $5.8M | 28k | 210.86 |
| 2024-06-30 | $5.4M | 27k | 202.26 |
| 2024-03-31 | $5.3M | 26k | 200.30 |
| 2023-09-30 | $2.8M | 19k | 145.02 |
| 2023-06-30 | $2.8M | 20k | 145.44 |
| 2023-03-31 | $2.4M | 19k | 130.31 |
| 2022-12-31 | $2.5M | 19k | 134.10 |
| 2022-09-30 | $1.9M | 19k | 104.52 |
| 2022-06-30 | $2.1M | 19k | 112.62 |
| 2022-03-31 | $2.6M | 19k | 136.30 |
| 2021-12-31 | $3.0M | 19k | 158.32 |
| 2021-09-30 | $3.1M | 19k | 163.69 |
| 2021-06-30 | $2.8M | 18k | 155.56 |
| 2021-03-31 | $2.7M | 18k | 152.26 |
| 2020-12-31 | $2.2M | 18k | 127.08 |
| 2020-09-30 | $1.7M | 18k | 96.24 |
| 2020-06-30 | $1.6M | 17k | 94.04 |
| 2020-03-31 | $1.2M | 14k | 89.99 |
| 2019-12-31 | $2.3M | 17k | 139.42 |
| 2019-09-30 | $1.9M | 16k | 117.67 |
| 2019-06-30 | $2.1M | 19k | 111.80 |
| 2019-03-31 | $1.7M | 17k | 101.24 |
| 2018-12-31 | $1.7M | 17k | 97.64 |
| 2018-09-30 | $1.8M | 16k | 112.81 |
| 2018-06-30 | $1.3M | 12k | 104.19 |
| 2018-03-31 | $1.3M | 12k | 110.01 |
| 2017-12-31 | $1.3M | 12k | 106.94 |
| 2017-09-30 | $1.2M | 12k | 95.51 |
| 2017-06-30 | $1.1M | 12k | 91.37 |
| 2017-03-31 | $1.0M | 12k | 87.88 |
| 2016-12-31 | $783k | 9.1k | 86.25 |
| 2016-09-30 | $600k | 9.0k | 66.57 |
| 2016-06-30 | $560k | 9.0k | 62.13 |
| 2016-03-31 | $552k | 9.3k | 59.27 |
| 2015-12-31 | $387k | 5.9k | 66.05 |
| 2015-09-30 | $350k | 5.7k | 60.99 |
| 2015-06-30 | $358k | 5.3k | 67.78 |
| 2015-03-31 | $302k | 5.0k | 60.50 |
| 2014-12-31 | $312k | 5.0k | 62.50 |
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