JPMorgan Chase & Co. shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $161M | 811k | 198.86 |
| 2024-06-30 | $187M | 926k | 202.27 |
| 2024-03-31 | $170M | 849k | 200.30 |
| 2023-12-31 | $141M | 831k | 170.10 |
| 2023-09-30 | $122M | 842k | 145.02 |
| 2023-06-30 | $152M | 1.0M | 145.44 |
| 2023-03-31 | $132M | 1.0M | 130.31 |
| 2022-12-31 | $131M | 975k | 134.10 |
| 2022-09-30 | $104M | 995k | 104.50 |
| 2022-06-30 | $73M | 644k | 112.61 |
| 2022-03-31 | $84M | 615k | 136.32 |
| 2021-12-31 | $79M | 604k | 130.94 |
| 2021-09-30 | $97M | 595k | 163.69 |
| 2021-06-30 | $84M | 550k | 152.23 |
| 2021-03-31 | $84M | 550k | 152.23 |
| 2020-12-31 | $77M | 602k | 127.07 |
| 2020-09-30 | $995M | 609k | 1634.15 |
| 2020-06-30 | $46M | 484k | 94.06 |
| 2020-03-31 | $43M | 478k | 90.03 |
| 2019-12-31 | $66M | 470k | 139.40 |
| 2019-09-30 | $56M | 472k | 117.69 |
| 2019-06-30 | $73M | 654k | 111.80 |
| 2019-03-31 | $75M | 737k | 101.23 |
| 2018-12-31 | $69M | 711k | 97.62 |
| 2018-09-30 | $68M | 603k | 112.84 |
| 2018-06-30 | $64M | 614k | 104.20 |
| 2018-03-31 | $73M | 660k | 109.97 |
| 2017-12-31 | $91M | 849k | 106.94 |
| 2017-09-30 | $87M | 906k | 95.51 |
| 2017-06-30 | $85M | 930k | 91.40 |
| 2017-03-31 | $82M | 939k | 87.84 |
| 2016-12-31 | $81M | 936k | 86.29 |
| 2016-09-30 | $64M | 954k | 66.59 |
| 2016-06-30 | $56M | 973k | 57.57 |
| 2016-03-31 | $61M | 1.0M | 59.22 |
More positions owned by Kovitz Investment Group Partners
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