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JPMorgan Chase & Co. shares owned by Neumann Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 10k 315.43
2025-06-30 $3.3M 12k 289.91
2025-03-31 $3.0M 12k 245.30
2024-12-31 $3.0M 13k 239.71
2024-09-30 $2.7M 13k 210.86
2024-06-30 $2.8M 14k 202.26
2024-03-31 $2.7M 14k 200.30
2023-12-31 $2.2M 13k 170.10
2023-09-30 $1.9M 13k 145.02
2023-06-30 $1.9M 13k 145.44
2023-03-31 $1.7M 13k 130.31
2022-12-31 $1.8M 14k 134.10
2022-09-30 $1.5M 14k 104.47
2022-06-30 $1.6M 14k 112.58
2022-03-31 $1.9M 14k 136.34
2021-12-31 $2.3M 14k 158.36
2021-09-30 $2.4M 15k 163.70
2021-06-30 $2.3M 15k 155.52
2021-03-31 $2.4M 16k 152.25
2020-12-31 $2.0M 16k 127.06
2020-09-30 $1.5M 16k 96.27
2020-06-30 $1.5M 16k 94.05
2020-03-31 $1.4M 16k 90.03
2019-12-31 $2.3M 16k 139.41
2019-09-30 $2.0M 17k 117.67
2019-06-30 $1.9M 17k 111.78
2019-03-31 $1.6M 16k 101.21
2018-12-31 $1.7M 17k 97.61
2018-09-30 $2.4M 21k 112.83
2018-06-30 $2.3M 22k 104.22
2018-03-31 $2.4M 22k 109.98
2017-12-31 $2.3M 21k 106.92
2017-09-30 $2.0M 21k 95.50
2017-06-30 $2.0M 22k 91.42
2017-03-31 $1.9M 22k 87.85
2016-12-31 $2.3M 27k 86.30
2016-09-30 $1.9M 28k 66.60
2016-06-30 $1.7M 28k 62.15
2016-03-31 $1.7M 29k 59.23
2015-12-31 $1.9M 29k 66.03
2015-09-30 $1.7M 29k 60.99
2015-06-30 $1.9M 29k 67.75
2015-03-31 $1.7M 29k 60.57
2014-12-31 $1.8M 29k 62.60

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Oracle Corporation (ORCL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Intl Smcap Div (DLS)
Bank of America Corporation (BAC)
Spdr Series Trust S&p Divid Etf (SDY)

View all positions for Neumann Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.