JPMorgan Chase & Co. shares owned by Montis Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.1k | 315.41 |
| 2025-06-30 | $937k | 3.2k | 289.95 |
| 2025-03-31 | $853k | 3.5k | 245.31 |
| 2024-12-31 | $856k | 3.6k | 239.74 |
| 2024-09-30 | $602k | 2.9k | 210.88 |
| 2024-06-30 | $512k | 2.5k | 202.28 |
| 2024-03-31 | $507k | 2.5k | 200.32 |
| 2023-12-31 | $430k | 2.5k | 170.11 |
| 2023-09-30 | $381k | 2.6k | 145.03 |
| 2023-06-30 | $495k | 3.4k | 145.44 |
| 2023-03-31 | $462k | 3.5k | 130.32 |
| 2022-12-31 | $483k | 3.6k | 134.11 |
| 2022-09-30 | $378k | 3.6k | 104.39 |
| 2022-06-30 | $401k | 3.6k | 112.51 |
| 2022-03-31 | $503k | 3.7k | 136.28 |
| 2021-12-31 | $839k | 5.3k | 158.42 |
| 2021-09-30 | $615k | 3.7k | 167.07 |
| 2021-06-30 | $565k | 3.6k | 155.43 |
| 2021-03-31 | $564k | 3.7k | 153.68 |
| 2020-12-31 | $577k | 4.5k | 127.77 |