JPMorgan Chase & Co. shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 50k | 315.43 |
| 2025-06-30 | $14M | 49k | 289.91 |
| 2025-03-31 | $12M | 50k | 245.30 |
| 2024-12-31 | $12M | 50k | 239.71 |
| 2024-09-30 | $11M | 50k | 210.86 |
| 2024-06-30 | $10M | 50k | 202.26 |
| 2024-03-31 | $10M | 50k | 200.30 |
| 2023-12-31 | $8.8M | 52k | 170.10 |
| 2023-09-30 | $7.5M | 52k | 145.02 |
| 2023-06-30 | $7.7M | 53k | 145.44 |
| 2023-03-31 | $6.8M | 52k | 130.31 |
| 2022-12-31 | $7.0M | 52k | 134.10 |
| 2022-09-30 | $4.8M | 46k | 104.50 |
| 2022-06-30 | $5.0M | 44k | 112.62 |
| 2022-03-31 | $5.8M | 43k | 136.33 |
| 2021-12-31 | $6.5M | 41k | 158.34 |
| 2021-09-30 | $6.6M | 40k | 163.68 |
| 2021-06-30 | $6.1M | 39k | 155.55 |
| 2021-03-31 | $5.9M | 39k | 152.23 |
| 2020-12-31 | $5.3M | 42k | 127.07 |
| 2020-09-30 | $4.0M | 41k | 96.28 |
| 2020-06-30 | $3.8M | 40k | 94.05 |
| 2020-03-31 | $3.3M | 37k | 90.03 |
| 2019-12-31 | $4.7M | 34k | 139.41 |
| 2019-09-30 | $4.0M | 34k | 117.70 |
| 2019-06-30 | $3.7M | 33k | 111.82 |
| 2019-03-31 | $3.3M | 32k | 101.23 |
| 2018-12-31 | $3.0M | 31k | 97.60 |
| 2018-09-30 | $3.3M | 29k | 112.86 |
| 2018-06-30 | $3.0M | 29k | 104.21 |
| 2018-03-31 | $3.0M | 28k | 109.97 |
| 2017-12-31 | $3.0M | 28k | 106.94 |
| 2017-09-30 | $2.7M | 28k | 95.51 |
| 2017-06-30 | $2.7M | 30k | 91.40 |
| 2017-03-31 | $2.5M | 29k | 87.85 |
| 2016-12-31 | $2.1M | 24k | 86.31 |
More positions owned by Marietta Wealth Management
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