JPMorgan Chase & Co. shares owned by Massachusetts Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Massachusetts Financial Services
from 13F filings
Historical chart of Massachusetts Financial Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Massachusetts Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Massachusetts Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2B | 16M | 315.43 |
| 2025-06-30 | $5.0B | 17M | 289.91 |
| 2025-03-31 | $4.5B | 18M | 245.30 |
| 2024-12-31 | $5.2B | 22M | 239.71 |
| 2024-09-30 | $5.3B | 25M | 210.86 |
| 2024-06-30 | $5.7B | 28M | 202.26 |
| 2024-03-31 | $5.8B | 29M | 200.30 |
| 2023-12-31 | $5.0B | 30M | 170.10 |
| 2023-09-30 | $4.4B | 31M | 145.02 |
| 2023-06-30 | $4.6B | 31M | 145.44 |
| 2023-03-31 | $4.1B | 32M | 130.31 |
| 2022-12-31 | $4.3B | 32M | 134.10 |
| 2022-09-30 | $3.4B | 33M | 104.50 |
| 2022-06-30 | $3.7B | 33M | 112.61 |
| 2022-03-31 | $4.5B | 33M | 136.32 |
| 2021-12-31 | $5.3B | 33M | 158.35 |
| 2021-09-30 | $5.5B | 34M | 163.69 |
| 2021-06-30 | $5.0B | 32M | 155.54 |
| 2021-03-31 | $5.0B | 33M | 152.23 |
| 2020-12-31 | $4.4B | 35M | 127.07 |
| 2020-09-30 | $3.3B | 35M | 96.27 |
| 2020-06-30 | $3.3B | 35M | 94.06 |
| 2020-03-31 | $3.0B | 34M | 90.03 |
| 2019-12-31 | $4.7B | 34M | 139.40 |
| 2019-09-30 | $4.3B | 36M | 117.69 |
| 2019-06-30 | $4.1B | 37M | 111.80 |
| 2019-03-31 | $3.8B | 37M | 101.23 |
| 2018-12-31 | $3.7B | 38M | 97.62 |
| 2018-09-30 | $4.4B | 39M | 112.84 |
| 2018-06-30 | $4.3B | 41M | 104.20 |
| 2018-03-31 | $4.6B | 42M | 109.97 |
| 2017-12-31 | $4.9B | 46M | 106.94 |
| 2017-09-30 | $4.4B | 46M | 95.51 |
| 2017-06-30 | $4.2B | 46M | 91.40 |
| 2017-03-31 | $4.1B | 46M | 87.84 |
| 2016-12-31 | $4.2B | 48M | 86.29 |
| 2016-09-30 | $3.7B | 55M | 66.59 |
| 2016-06-30 | $3.8B | 61M | 62.14 |
| 2016-03-31 | $3.5B | 59M | 59.22 |
| 2015-12-31 | $3.8B | 58M | 66.03 |
| 2015-09-30 | $3.6B | 59M | 60.97 |
| 2015-06-30 | $4.1B | 60M | 67.76 |
| 2015-03-31 | $3.7B | 61M | 60.58 |
| 2014-12-31 | $3.7B | 60M | 62.58 |
| 2014-09-30 | $3.7B | 61M | 60.24 |
| 2014-06-30 | $3.6B | 62M | 57.62 |
| 2014-03-31 | $3.6B | 59M | 60.71 |
| 2013-12-31 | $3.4B | 59M | 58.48 |
| 2013-09-30 | $2.9B | 56M | 51.69 |
| 2013-06-30 | $2.7B | 51M | 52.79 |
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