JPMorgan Chase & Co. shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 123k | 315.43 |
| 2025-06-30 | $35M | 122k | 289.91 |
| 2025-03-31 | $29M | 119k | 245.30 |
| 2024-12-31 | $30M | 123k | 239.71 |
| 2024-09-30 | $26M | 123k | 210.86 |
| 2024-06-30 | $25M | 123k | 202.26 |
| 2024-03-31 | $25M | 123k | 200.30 |
| 2023-12-31 | $21M | 123k | 170.10 |
| 2023-09-30 | $18M | 124k | 145.02 |
| 2023-06-30 | $18M | 123k | 145.44 |
| 2023-03-31 | $15M | 118k | 130.31 |
| 2022-12-31 | $17M | 124k | 134.10 |
| 2022-09-30 | $13M | 121k | 104.50 |
| 2022-06-30 | $13M | 118k | 112.61 |
| 2022-03-31 | $16M | 114k | 136.32 |
| 2021-12-31 | $17M | 108k | 158.35 |
| 2021-09-30 | $17M | 106k | 163.69 |
| 2021-06-30 | $16M | 103k | 155.54 |
| 2021-03-31 | $16M | 102k | 152.23 |
| 2020-12-31 | $12M | 99k | 125.65 |
| 2020-09-30 | $9.2M | 95k | 96.27 |
| 2020-06-30 | $7.9M | 84k | 94.06 |
| 2020-03-31 | $7.0M | 78k | 90.03 |
| 2019-12-31 | $11M | 78k | 139.40 |
| 2019-09-30 | $9.4M | 80k | 117.70 |
| 2019-06-30 | $9.0M | 80k | 111.80 |
| 2019-03-31 | $8.1M | 80k | 101.23 |
| 2018-12-31 | $7.3M | 75k | 97.62 |