JPMorgan Chase & Co. shares owned by Naples Global Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 68k | 170.10 |
| 2023-09-30 | $9.9M | 68k | 145.02 |
| 2023-06-30 | $9.6M | 66k | 145.44 |
| 2023-03-31 | $8.4M | 64k | 130.31 |
| 2022-12-31 | $8.5M | 63k | 134.10 |
| 2022-09-30 | $6.4M | 61k | 104.50 |
| 2022-06-30 | $6.6M | 59k | 112.61 |
| 2022-03-31 | $7.5M | 55k | 136.32 |
| 2021-12-31 | $8.2M | 52k | 158.35 |
| 2021-09-30 | $8.4M | 51k | 163.70 |
| 2021-06-30 | $7.9M | 51k | 155.53 |
| 2021-03-31 | $7.6M | 50k | 152.23 |
| 2020-12-31 | $3.6M | 28k | 127.07 |
| 2020-09-30 | $2.6M | 27k | 96.25 |
| 2020-06-30 | $2.4M | 25k | 94.05 |
| 2020-03-31 | $2.0M | 22k | 90.05 |
| 2019-12-31 | $2.7M | 19k | 139.42 |
| 2019-09-30 | $2.2M | 18k | 117.68 |
| 2019-06-30 | $2.1M | 19k | 111.82 |
| 2019-03-31 | $1.8M | 18k | 101.25 |
| 2018-12-31 | $1.6M | 16k | 100.38 |
| 2018-09-30 | $1.4M | 14k | 104.20 |
| 2018-06-30 | $1.4M | 14k | 104.20 |
| 2018-03-31 | $1.3M | 12k | 109.98 |
| 2017-12-31 | $1.3M | 12k | 106.94 |
| 2017-09-30 | $1.0M | 11k | 95.55 |
| 2017-06-30 | $936k | 10k | 91.44 |
| 2017-03-31 | $905k | 10k | 87.83 |
| 2016-12-31 | $824k | 9.6k | 86.26 |
| 2016-09-30 | $663k | 10k | 66.62 |
| 2016-06-30 | $628k | 10k | 62.14 |
| 2016-03-31 | $728k | 12k | 59.23 |
| 2015-12-31 | $256k | 3.9k | 65.91 |
| 2015-09-30 | $237k | 3.9k | 61.02 |
| 2015-06-30 | $263k | 3.9k | 67.87 |
| 2015-03-31 | $247k | 4.1k | 60.61 |
| 2014-12-31 | $232k | 3.7k | 62.55 |
| 2014-09-30 | $219k | 3.6k | 60.25 |
| 2014-03-31 | $201k | 3.3k | 60.63 |
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