JPMorgan Chase & Co. shares owned by Jacobsen Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jacobsen Capital Management
from 13F filings
Historical chart of Jacobsen Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Jacobsen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.8k | 210.88 |
| 2024-06-30 | $927k | 4.6k | 202.25 |
| 2024-03-31 | $816k | 4.1k | 200.30 |
| 2023-12-31 | $726k | 4.3k | 170.11 |
| 2023-09-30 | $545k | 3.8k | 145.03 |
| 2023-06-30 | $506k | 3.5k | 145.46 |
| 2023-03-31 | $471k | 3.6k | 130.30 |
| 2020-06-30 | $254k | 2.7k | 93.80 |
| 2019-12-31 | $351k | 2.5k | 139.29 |
| 2019-09-30 | $306k | 2.6k | 117.47 |
| 2019-06-30 | $291k | 2.6k | 111.71 |
More positions owned by Jacobsen Capital Management
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