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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.

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All positions including JPMorgan Chase & Co. held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Klingman & Associates

Quarter filed Position value Share count Share price at filing
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