JPMorgan Chase & Co. shares owned by Morton Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 12k | 210.87 |
| 2024-06-30 | $1.9M | 9.6k | 202.26 |
| 2024-03-31 | $1.9M | 9.6k | 200.30 |
| 2023-12-31 | $1.6M | 9.5k | 170.10 |
| 2023-09-30 | $1.4M | 9.5k | 145.02 |
| 2023-06-30 | $1.4M | 9.5k | 145.44 |
| 2023-03-31 | $1.2M | 9.5k | 130.31 |
| 2022-12-31 | $1.3M | 9.5k | 134.10 |
| 2022-09-30 | $1.0M | 9.8k | 104.50 |
| 2022-06-30 | $1.1M | 9.9k | 112.61 |
| 2022-03-31 | $1.3M | 9.5k | 136.32 |
| 2021-12-31 | $1.5M | 9.5k | 158.35 |