JPMorgan Chase & Co. shares owned by Penn Davis Mcfarland
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Penn Davis Mcfarland
from 13F filings
Historical chart of Penn Davis Mcfarland investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Penn Davis Mcfarland
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $814k | 2.6k | 315.43 |
| 2025-06-30 | $748k | 2.6k | 289.91 |
| 2025-03-31 | $633k | 2.6k | 245.30 |
| 2024-12-31 | $619k | 2.6k | 239.71 |
| 2024-09-30 | $500k | 2.4k | 210.86 |
| 2024-06-30 | $480k | 2.4k | 202.26 |
| 2024-03-31 | $475k | 2.4k | 200.30 |
| 2023-12-31 | $404k | 2.4k | 170.10 |
| 2023-09-30 | $341k | 2.4k | 145.02 |
| 2023-06-30 | $342k | 2.4k | 145.44 |
| 2023-03-31 | $320k | 2.5k | 130.31 |
| 2022-12-31 | $378k | 2.8k | 134.14 |
| 2022-09-30 | $320k | 3.1k | 104.37 |
| 2022-06-30 | $345k | 3.1k | 112.52 |
| 2022-03-31 | $413k | 3.0k | 136.48 |
| 2021-12-31 | $524k | 3.3k | 158.21 |
| 2021-09-30 | $542k | 3.3k | 163.65 |
| 2021-06-30 | $235k | 1.5k | 155.73 |
| 2021-03-31 | $230k | 1.5k | 152.42 |
| 2019-12-31 | $230k | 1.7k | 139.23 |