JPMorgan Chase & Co. shares owned by James Investment Research
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 75k | 315.43 |
| 2025-06-30 | $22M | 76k | 289.91 |
| 2025-03-31 | $19M | 78k | 245.30 |
| 2024-12-31 | $19M | 78k | 239.71 |
| 2024-09-30 | $17M | 80k | 210.86 |
| 2024-06-30 | $16M | 81k | 202.26 |
| 2024-03-31 | $16M | 81k | 200.30 |
| 2023-12-31 | $14M | 84k | 170.10 |
| 2023-09-30 | $13M | 88k | 145.02 |
| 2023-06-30 | $13M | 88k | 145.44 |
| 2023-03-31 | $13M | 100k | 130.31 |
| 2022-12-31 | $14M | 101k | 134.10 |
| 2022-09-30 | $11M | 106k | 104.50 |
| 2022-06-30 | $14M | 124k | 112.61 |
| 2022-03-31 | $17M | 124k | 136.32 |
| 2021-12-31 | $22M | 140k | 158.35 |
| 2021-09-30 | $26M | 158k | 163.69 |
| 2021-06-30 | $25M | 159k | 155.54 |
| 2021-03-31 | $24M | 159k | 152.23 |
| 2020-12-31 | $21M | 162k | 127.07 |
| 2020-09-30 | $16M | 167k | 96.27 |
| 2020-06-30 | $17M | 181k | 94.06 |
| 2020-03-31 | $18M | 204k | 90.03 |
| 2019-12-31 | $31M | 222k | 139.40 |
| 2019-09-30 | $28M | 237k | 117.69 |
| 2019-06-30 | $30M | 264k | 111.80 |
| 2019-03-31 | $27M | 266k | 101.23 |
| 2018-12-31 | $28M | 284k | 97.62 |
| 2018-09-30 | $47M | 416k | 112.84 |
| 2018-06-30 | $47M | 451k | 104.20 |
| 2018-03-31 | $50M | 453k | 109.97 |
| 2017-12-31 | $67M | 624k | 106.94 |
| 2017-09-30 | $73M | 759k | 95.51 |
| 2017-06-30 | $69M | 756k | 91.40 |
| 2017-03-31 | $70M | 795k | 87.84 |
| 2016-12-31 | $70M | 810k | 86.29 |
| 2016-09-30 | $50M | 752k | 66.59 |
| 2016-06-30 | $47M | 760k | 62.14 |
| 2016-03-31 | $29M | 487k | 59.22 |
| 2015-12-31 | $29M | 446k | 66.03 |
| 2015-09-30 | $27M | 443k | 60.97 |
| 2015-06-30 | $29M | 427k | 67.76 |
| 2015-03-31 | $24M | 397k | 60.58 |
| 2014-12-31 | $23M | 369k | 62.58 |
| 2014-09-30 | $24M | 394k | 60.24 |
| 2014-06-30 | $25M | 435k | 57.62 |
| 2014-03-31 | $35M | 580k | 60.71 |
| 2013-12-31 | $34M | 574k | 58.48 |
| 2013-09-30 | $28M | 535k | 51.69 |
| 2013-06-30 | $28M | 523k | 52.79 |
| 2013-03-31 | $24M | 510k | 47.46 |
| 2012-12-31 | $20M | 454k | 43.97 |
| 2012-09-30 | $1.0M | 26k | 40.46 |
| 2012-06-30 | $705k | 20k | 35.73 |