JPMorgan Chase & Co. shares owned by Marietta Investment Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marietta Investment Partners
from 13F filings
Historical chart of Marietta Investment Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Marietta Investment 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 Marietta Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 29k | 315.43 |
| 2025-06-30 | $8.6M | 30k | 289.91 |
| 2025-03-31 | $7.4M | 30k | 245.30 |
| 2024-12-31 | $7.1M | 30k | 239.71 |
| 2024-09-30 | $4.5M | 21k | 210.86 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.4M | 12k | 200.30 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.5M | 12k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
| 2022-09-30 | $1.6M | 12k | 130.64 |
| 2022-06-30 | $1.4M | 12k | 112.58 |
| 2022-03-31 | $3.2M | 24k | 136.34 |
| 2021-12-31 | $3.8M | 24k | 158.37 |
| 2021-09-30 | $3.9M | 24k | 163.68 |
| 2021-06-30 | $3.6M | 23k | 155.53 |
| 2021-03-31 | $3.4M | 22k | 152.23 |
| 2020-12-31 | $2.4M | 19k | 127.05 |
| 2020-09-30 | $1.7M | 17k | 96.24 |
| 2020-06-30 | $1.6M | 17k | 94.03 |
| 2020-03-31 | $1.5M | 16k | 90.01 |
| 2019-12-31 | $5.8M | 42k | 139.40 |
| 2019-09-30 | $1.6M | 14k | 117.68 |
| 2019-06-30 | $1.5M | 14k | 111.80 |
| 2019-03-31 | $420k | 4.1k | 101.33 |
| 2018-12-31 | $390k | 4.0k | 97.62 |
| 2018-09-30 | $570k | 5.1k | 112.87 |
| 2018-06-30 | $526k | 5.1k | 104.16 |
| 2018-03-31 | $555k | 5.1k | 109.90 |
| 2017-12-31 | $540k | 5.1k | 106.93 |
| 2017-09-30 | $240k | 2.5k | 95.62 |
| 2017-06-30 | $229k | 2.5k | 91.24 |
| 2017-03-31 | $220k | 2.5k | 87.65 |
More positions owned by Marietta Investment Partners
View all positions for Marietta Investment Partners