JPMorgan Chase & Co. shares owned by Pathstone Family Office
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $35M | 236k | 145.89 |
| 2023-06-30 | $8.2M | 60k | 137.96 |
| 2023-03-31 | $7.7M | 61k | 126.73 |
| 2022-12-31 | $15M | 112k | 138.13 |
| 2022-09-30 | $11M | 103k | 105.94 |
| 2022-06-30 | $8.9M | 79k | 112.63 |
| 2022-03-31 | $3.3M | 23k | 145.01 |
| 2021-12-31 | $4.1M | 26k | 158.48 |
| 2021-09-30 | $4.6M | 28k | 163.70 |
| 2021-06-30 | $3.7M | 24k | 155.52 |
| 2021-03-31 | $2.9M | 19k | 152.24 |
| 2020-12-31 | $2.3M | 18k | 127.09 |
| 2020-09-30 | $578k | 6.0k | 96.21 |
| 2020-06-30 | $615k | 6.5k | 93.92 |
| 2020-03-31 | $1.7k | 19 | 90.05 |
| 2019-12-31 | $6.6M | 4.7k | 1393.90 |
| 2019-09-30 | $624k | 5.3k | 117.74 |
| 2019-06-30 | $2.0M | 18k | 111.85 |
| 2019-03-31 | $1.7M | 16k | 101.17 |
| 2018-12-31 | $271k | 2.8k | 97.59 |
| 2018-09-30 | $162k | 1.4k | 113.29 |
| 2018-06-30 | $552k | 5.3k | 104.35 |
| 2018-03-31 | $238k | 2.2k | 109.98 |
| 2017-12-31 | $156k | 1.5k | 106.92 |
| 2017-09-30 | $136k | 1.4k | 95.10 |
| 2017-06-30 | $559k | 6.1k | 91.19 |
| 2017-03-31 | $526k | 6.0k | 88.05 |
| 2016-12-31 | $537k | 6.3k | 84.71 |
| 2016-09-30 | $93k | 1.4k | 66.10 |
| 2016-06-30 | $92k | 1.5k | 61.87 |
| 2016-03-31 | $77k | 1.3k | 59.83 |
| 2015-09-30 | $9.0k | 150 | 60.00 |
| 2014-09-30 | $82k | 1.4k | 60.21 |
| 2013-09-30 | $19k | 365 | 52.05 |
| 2013-06-30 | $71k | 1.4k | 52.28 |
| 2012-09-30 | $23k | 576 | 39.93 |
| 2012-06-30 | $20k | 573 | 34.90 |
| 2011-03-31 | $42k | 1.0k | 42.00 |
| 2010-12-31 | $42k | 1.0k | 42.00 |