JPMorgan Chase & Co. shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lakeview Capital Partners 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 Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 60k | 170.10 |
| 2023-09-30 | $8.7M | 60k | 145.02 |
| 2023-06-30 | $8.7M | 60k | 145.44 |
| 2023-03-31 | $7.1M | 52k | 136.05 |
| 2022-12-31 | $7.2M | 52k | 139.13 |
| 2022-09-30 | $5.5M | 52k | 104.50 |
| 2022-06-30 | $4.0M | 35k | 112.60 |
| 2022-03-31 | $4.5M | 33k | 136.33 |
| 2021-12-31 | $4.7M | 30k | 158.36 |
| 2021-09-30 | $5.0M | 30k | 163.70 |
| 2021-06-30 | $4.8M | 31k | 155.54 |
| 2021-03-31 | $4.7M | 31k | 152.24 |
| 2020-12-31 | $3.7M | 29k | 127.08 |
| 2020-09-30 | $3.0M | 31k | 96.28 |
| 2020-06-30 | $3.0M | 32k | 94.05 |
| 2020-03-31 | $3.0M | 33k | 90.03 |
| 2019-12-31 | $4.6M | 33k | 139.41 |
| 2019-09-30 | $3.6M | 31k | 117.70 |
| 2019-06-30 | $3.5M | 31k | 111.81 |
| 2019-03-31 | $3.2M | 31k | 101.22 |
| 2018-12-31 | $2.9M | 30k | 97.64 |
| 2018-09-30 | $3.4M | 30k | 112.85 |
| 2018-06-30 | $3.1M | 30k | 104.20 |
| 2018-03-31 | $3.2M | 29k | 109.98 |
| 2017-12-31 | $3.2M | 30k | 106.94 |
| 2017-09-30 | $3.0M | 31k | 95.51 |
| 2017-06-30 | $3.0M | 32k | 91.41 |
| 2017-03-31 | $2.9M | 33k | 87.85 |
| 2016-12-31 | $3.0M | 35k | 86.28 |
| 2016-09-30 | $2.4M | 36k | 66.58 |
| 2016-06-30 | $3.3M | 54k | 61.65 |
| 2016-03-31 | $3.0M | 51k | 59.23 |
| 2015-12-31 | $3.2M | 49k | 65.60 |
| 2015-09-30 | $2.6M | 43k | 60.54 |
| 2015-06-30 | $2.6M | 39k | 67.31 |
| 2015-03-31 | $2.3M | 38k | 60.57 |
| 2014-12-31 | $2.1M | 33k | 62.59 |
More positions owned by Lakeview Capital Partners
Home Depot (HD)
View all positions for Lakeview Capital Partners