JPMorgan Chase & Co. shares owned by NEXT Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $4.4M | 28k | 158.36 |
| 2021-09-30 | $4.5M | 27k | 163.71 |
| 2021-06-30 | $3.5M | 23k | 155.52 |
| 2021-03-31 | $3.3M | 22k | 151.57 |
| 2020-12-31 | $2.7M | 22k | 127.05 |
| 2020-09-30 | $2.1M | 22k | 95.94 |
| 2020-06-30 | $1.8M | 19k | 94.03 |
| 2020-03-31 | $1.7M | 17k | 100.00 |
| 2019-12-31 | $2.4M | 17k | 139.38 |
| 2019-09-30 | $1.8M | 15k | 117.65 |
| 2019-06-30 | $1.7M | 14k | 117.65 |
| 2019-03-31 | $603k | 5.1k | 117.65 |
| 2018-12-31 | $1.2M | 12k | 97.62 |
| 2018-09-30 | $947k | 8.4k | 112.81 |
| 2018-06-30 | $1.0M | 10k | 104.16 |
| 2018-03-31 | $1.4M | 13k | 109.98 |
| 2017-12-31 | $1.3M | 13k | 106.95 |
| 2017-09-30 | $1.5M | 16k | 95.87 |
| 2017-06-30 | $1.6M | 17k | 91.40 |
| 2017-03-31 | $1.5M | 17k | 87.01 |
| 2016-12-31 | $2.5M | 29k | 86.30 |
| 2016-09-30 | $2.0M | 30k | 66.60 |
| 2016-06-30 | $931k | 15k | 62.08 |
| 2016-03-31 | $801k | 14k | 59.20 |
| 2015-12-31 | $777k | 12k | 65.96 |
| 2015-09-30 | $880k | 14k | 60.91 |
| 2015-06-30 | $948k | 14k | 67.75 |
| 2015-03-31 | $837k | 14k | 60.52 |
| 2014-12-31 | $866k | 14k | 62.56 |
| 2014-09-30 | $1.5M | 25k | 60.24 |
| 2014-06-30 | $16k | 284 | 56.34 |