JPMorgan Chase & Co. shares owned by Newton One Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Newton One Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 1.1k | 315.38 |
| 2025-06-30 | $312k | 1.1k | 289.85 |
| 2025-03-31 | $262k | 1.1k | 245.20 |
| 2024-12-31 | $255k | 1.1k | 239.63 |
| 2024-09-30 | $223k | 1.1k | 210.80 |
| 2024-06-30 | $213k | 1.1k | 202.28 |
| 2024-03-31 | $210k | 1.0k | 200.28 |
| 2023-12-31 | $177k | 1.0k | 170.03 |
| 2023-09-30 | $150k | 1.0k | 145.00 |
| 2023-06-30 | $149k | 1.0k | 145.48 |
| 2023-03-31 | $133k | 1.0k | 130.31 |
| 2022-12-31 | $137k | 1.0k | 134.10 |
| 2022-09-30 | $106k | 1.0k | 104.02 |
| 2022-06-30 | $115k | 1.0k | 112.86 |
| 2022-03-31 | $139k | 1.0k | 136.41 |
| 2021-12-31 | $161k | 1.0k | 158.00 |
| 2021-09-30 | $167k | 1.0k | 163.89 |
| 2021-06-30 | $158k | 1.0k | 155.05 |
| 2021-03-31 | $155k | 1.0k | 152.11 |
| 2020-12-31 | $129k | 1.0k | 126.59 |