JPMorgan Chase & Co. shares owned by Inverness Counsel
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Inverness Counsel
from 13F filings
Historical chart of Inverness Counsel investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Inverness Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $11M | 107k | 104.50 |
| 2022-06-30 | $12M | 106k | 112.61 |
| 2022-03-31 | $14M | 103k | 136.32 |
| 2021-12-31 | $13M | 83k | 158.35 |
| 2021-09-30 | $7.9M | 48k | 163.68 |
| 2021-06-30 | $3.2M | 20k | 155.53 |
| 2021-03-31 | $3.1M | 21k | 152.23 |
| 2020-12-31 | $2.8M | 22k | 127.07 |
| 2020-09-30 | $2.4M | 25k | 96.28 |
| 2020-06-30 | $19M | 199k | 94.06 |
| 2020-03-31 | $24M | 262k | 90.03 |
| 2019-12-31 | $39M | 277k | 139.40 |
| 2019-09-30 | $30M | 252k | 117.69 |
| 2019-06-30 | $36M | 319k | 111.80 |
| 2019-03-31 | $33M | 324k | 101.23 |
| 2018-12-31 | $31M | 322k | 97.62 |
| 2018-09-30 | $37M | 327k | 112.84 |
| 2018-06-30 | $45M | 435k | 104.20 |
| 2018-03-31 | $46M | 420k | 109.97 |
| 2017-12-31 | $35M | 325k | 106.94 |
| 2017-09-30 | $23M | 242k | 95.51 |
| 2017-06-30 | $8.8M | 97k | 91.41 |
| 2017-03-31 | $2.0M | 24k | 85.41 |
| 2016-12-31 | $1.4M | 17k | 84.96 |
| 2016-09-30 | $1.5M | 23k | 66.57 |
| 2016-06-30 | $1.5M | 25k | 62.13 |
| 2016-03-31 | $1.4M | 23k | 59.20 |
| 2015-12-31 | $1.5M | 23k | 66.03 |
| 2015-09-30 | $1.6M | 27k | 60.96 |
| 2015-06-30 | $1.8M | 27k | 67.75 |
| 2015-03-31 | $1.6M | 27k | 60.58 |
| 2014-12-31 | $1.9M | 31k | 62.59 |
| 2014-09-30 | $2.1M | 35k | 60.23 |
| 2014-06-30 | $2.1M | 37k | 57.63 |
| 2014-03-31 | $2.5M | 41k | 60.71 |
| 2013-12-31 | $4.7M | 80k | 58.48 |
| 2013-09-30 | $5.3M | 102k | 51.69 |
| 2013-06-30 | $15M | 281k | 52.79 |