JPMorgan Chase & Co. shares owned by Marotta Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 1.4k | 310.71 |
| 2025-06-30 | $403k | 1.4k | 289.91 |
| 2025-03-31 | $544k | 2.6k | 210.86 |
| 2024-12-31 | $553k | 2.3k | 240.00 |
| 2024-09-30 | $544k | 2.6k | 210.86 |
| 2024-06-30 | $535k | 2.6k | 205.45 |
| 2024-03-31 | $402k | 2.0k | 200.30 |
| 2023-12-31 | $418k | 2.5k | 170.10 |
| 2023-09-30 | $357k | 2.5k | 145.02 |
| 2023-06-30 | $352k | 2.4k | 145.44 |
| 2022-12-31 | $325k | 2.4k | 134.10 |
| 2022-09-30 | $268k | 2.6k | 104.50 |
| 2022-06-30 | $293k | 2.6k | 114.05 |
| 2022-03-31 | $385k | 2.8k | 136.32 |
| 2021-12-31 | $425k | 2.7k | 158.35 |
| 2021-09-30 | $440k | 2.7k | 163.69 |
| 2021-06-30 | $422k | 2.7k | 157.08 |
| 2021-03-31 | $377k | 2.5k | 153.71 |
| 2020-12-31 | $299k | 2.4k | 127.07 |
| 2020-09-30 | $251k | 2.6k | 96.27 |
| 2020-06-30 | $245k | 2.6k | 94.06 |
| 2020-03-31 | $237k | 2.8k | 84.36 |
| 2019-12-31 | $374k | 2.8k | 133.37 |