JPMorgan Chase & Co. shares owned by Next Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Next Capital Management
from 13F filings
Historical chart of Next Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Next Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.41 |
| 2025-06-30 | $1.5M | 9.6k | 154.97 |
| 2025-03-31 | $714k | 2.9k | 245.26 |
| 2024-12-31 | $880k | 3.7k | 239.71 |
| 2024-09-30 | $902k | 4.3k | 210.88 |
| 2024-06-30 | $3.0M | 15k | 202.26 |
| 2024-03-31 | $3.1M | 16k | 200.30 |
| 2023-12-31 | $2.6M | 15k | 170.11 |
| 2023-09-30 | $2.1M | 15k | 145.03 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $1.9M | 14k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.11 |
| 2022-09-30 | $1.5M | 14k | 104.50 |
| 2022-06-30 | $1.6M | 14k | 112.60 |
| 2022-03-31 | $1.9M | 14k | 136.29 |
| 2021-12-31 | $1.7M | 11k | 158.36 |
| 2021-09-30 | $2.9M | 17k | 163.71 |
| 2021-06-30 | $2.7M | 17k | 155.52 |
| 2021-03-31 | $3.2M | 21k | 152.22 |
| 2020-12-31 | $2.7M | 22k | 127.06 |
| 2020-09-30 | $2.0M | 21k | 96.25 |
| 2020-03-31 | $123k | 1.4k | 89.78 |
| 2019-09-30 | $9.0k | 75 | 120.00 |
| 2019-06-30 | $115k | 1.0k | 111.33 |
| 2019-03-31 | $8.0k | 75 | 106.67 |
| 2018-12-31 | $7.0k | 75 | 93.33 |