JPMorgan Chase & Co. shares owned by Klingman & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 29k | 315.43 |
| 2025-06-30 | $6.0M | 21k | 289.90 |
| 2025-03-31 | $4.7M | 19k | 245.30 |
| 2024-12-31 | $4.3M | 18k | 239.72 |
| 2024-09-30 | $5.7M | 27k | 210.86 |
| 2024-06-30 | $5.0M | 25k | 202.26 |
| 2024-03-31 | $2.3M | 12k | 200.31 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.01 |
| 2023-06-30 | $2.1M | 14k | 145.44 |
| 2023-03-31 | $1.8M | 14k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.5M | 14k | 104.48 |
| 2022-06-30 | $1.5M | 14k | 112.63 |
| 2022-03-31 | $1.8M | 13k | 136.28 |
| 2021-12-31 | $1.8M | 11k | 158.32 |
| 2021-09-30 | $1.8M | 11k | 163.72 |
| 2021-06-30 | $1.7M | 11k | 155.51 |
| 2021-03-31 | $2.5M | 17k | 152.26 |
| 2020-12-31 | $2.0M | 16k | 127.08 |
| 2020-09-30 | $974k | 10k | 96.31 |
| 2020-06-30 | $679k | 7.2k | 94.10 |
| 2020-03-31 | $678k | 7.5k | 90.02 |
| 2019-12-31 | $1.2M | 8.4k | 139.44 |
| 2019-09-30 | $776k | 6.6k | 117.65 |
| 2019-06-30 | $289k | 2.6k | 111.71 |
| 2019-03-31 | $901k | 8.9k | 101.21 |
| 2018-12-31 | $605k | 6.2k | 97.55 |
| 2018-09-30 | $555k | 4.9k | 112.87 |
| 2018-06-30 | $499k | 4.8k | 104.15 |
| 2018-03-31 | $586k | 5.3k | 109.88 |
| 2017-12-31 | $512k | 4.8k | 106.87 |
| 2017-09-30 | $487k | 5.1k | 95.45 |
| 2017-06-30 | $476k | 5.2k | 91.31 |
| 2017-03-31 | $389k | 4.4k | 87.95 |
| 2016-12-31 | $662k | 7.7k | 86.23 |
| 2016-09-30 | $1.5M | 22k | 66.58 |
| 2016-06-30 | $1.4M | 22k | 62.14 |
| 2016-03-31 | $1.4M | 23k | 59.23 |
| 2015-12-31 | $1.5M | 23k | 66.04 |
| 2015-09-30 | $1.4M | 22k | 60.95 |
| 2015-06-30 | $1.5M | 23k | 67.75 |
| 2015-03-31 | $1.4M | 22k | 60.59 |
| 2014-12-31 | $1.4M | 22k | 62.56 |