JPMorgan Chase & Co. shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 42k | 202.26 |
| 2024-03-31 | $8.4M | 42k | 200.30 |
| 2023-09-30 | $6.8M | 47k | 145.02 |
| 2023-06-30 | $6.8M | 47k | 145.44 |
| 2023-03-31 | $6.0M | 46k | 130.31 |
| 2022-12-31 | $6.2M | 46k | 134.10 |
| 2022-09-30 | $4.8M | 46k | 104.50 |
| 2022-06-30 | $4.6M | 41k | 112.61 |
| 2022-03-31 | $5.3M | 39k | 136.32 |
| 2021-12-31 | $5.7M | 36k | 158.36 |
| 2021-09-30 | $5.7M | 35k | 163.69 |
| 2021-06-30 | $5.2M | 33k | 155.54 |
| 2021-03-31 | $5.0M | 33k | 152.23 |
| 2020-12-31 | $7.7M | 60k | 127.37 |
| 2020-09-30 | $5.8M | 60k | 96.77 |
| 2020-06-30 | $5.6M | 59k | 94.39 |
| 2020-03-31 | $5.2M | 58k | 89.99 |
| 2019-12-31 | $4.6M | 33k | 138.58 |
| 2019-09-30 | $3.8M | 32k | 118.72 |
| 2019-06-30 | $3.5M | 31k | 111.94 |
| 2019-03-31 | $2.3M | 22k | 101.23 |
| 2018-12-31 | $2.2M | 23k | 97.60 |
| 2018-09-30 | $2.0M | 17k | 112.84 |
| 2018-06-30 | $1.8M | 17k | 104.23 |
| 2018-03-31 | $1.7M | 16k | 107.86 |
| 2017-12-31 | $1.4M | 13k | 108.50 |
| 2017-09-30 | $1.1M | 12k | 96.44 |
| 2017-06-30 | $974k | 11k | 93.17 |
| 2017-03-31 | $845k | 9.8k | 86.22 |
| 2016-12-31 | $685k | 7.9k | 87.06 |
| 2016-09-30 | $694k | 10k | 66.62 |
| 2016-06-30 | $614k | 10k | 60.21 |