JPMorgan Chase & Co. shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.8k | 315.43 |
| 2025-06-30 | $1.1M | 3.8k | 289.91 |
| 2025-03-31 | $502k | 2.0k | 245.30 |
| 2024-12-31 | $490k | 2.0k | 239.71 |
| 2024-09-30 | $416k | 2.0k | 210.86 |
| 2024-06-30 | $399k | 2.0k | 202.26 |
| 2024-03-31 | $372k | 1.9k | 200.30 |
| 2023-09-30 | $266k | 1.8k | 145.02 |
| 2021-03-31 | $161k | 1.1k | 152.03 |
| 2020-12-31 | $135k | 1.1k | 127.48 |
| 2020-09-30 | $110k | 1.1k | 96.49 |
| 2020-06-30 | $100k | 1.1k | 94.43 |
| 2020-03-31 | $95k | 1.1k | 89.71 |
| 2019-12-31 | $304k | 2.2k | 139.19 |
| 2019-09-30 | $181k | 1.5k | 117.61 |
| 2019-06-30 | $240k | 2.1k | 111.89 |
| 2019-03-31 | $93k | 920 | 101.09 |
| 2018-12-31 | $90k | 920 | 97.83 |
| 2018-09-30 | $104k | 920 | 113.04 |
| 2018-06-30 | $96k | 920 | 104.35 |
| 2018-03-31 | $228k | 2.1k | 110.14 |
| 2017-12-31 | $96k | 900 | 106.67 |
| 2017-09-30 | $86k | 900 | 95.56 |
More positions owned by Litman Gregory Asset Management
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