JPMorgan Chase & Co. shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lakewood Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $650k | 2.1k | 315.38 |
| 2025-06-30 | $568k | 2.0k | 289.87 |
| 2025-03-31 | $482k | 2.0k | 245.26 |
| 2024-12-31 | $748k | 3.1k | 239.72 |
| 2024-09-30 | $657k | 3.1k | 210.83 |
| 2024-06-30 | $642k | 3.2k | 202.26 |
| 2024-03-31 | $635k | 3.2k | 200.32 |
| 2023-12-31 | $342k | 2.0k | 170.12 |
| 2023-09-30 | $325k | 2.2k | 145.03 |
| 2023-06-30 | $324k | 2.2k | 145.41 |
| 2023-03-31 | $290k | 2.2k | 130.31 |
| 2022-12-31 | $297k | 2.2k | 134.15 |