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JPMorgan Chase & Co. shares owned by Interchange Capital Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Interchange 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 2.2k 170.09
2023-09-30 $417k 2.9k 145.01
2023-06-30 $274k 1.9k 145.44
2023-03-31 $708k 5.5k 129.31
2021-09-30 $813k 5.0k 163.61
2021-06-30 $883k 5.7k 155.49
2021-03-31 $1.2M 7.0k 167.74
2020-12-31 $769k 6.1k 127.07

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Amazon (AMZN)
Ishares Msci Eurzone Etf (EZU)

View all positions for Interchange 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.