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JPMorgan Chase & Co. shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 120k 210.86
2024-06-30 $24M 120k 202.26
2024-03-31 $24M 120k 200.30
2023-12-31 $22M 128k 170.10
2023-09-30 $18M 124k 145.02
2023-06-30 $18M 125k 145.44
2023-03-31 $9.6M 74k 130.31
2022-12-31 $9.7M 72k 134.10
2022-09-30 $6.9M 66k 104.50
2022-06-30 $7.7M 68k 112.61
2022-03-31 $9.1M 67k 136.33
2021-12-31 $11M 69k 158.35
2021-09-30 $10M 63k 163.69
2021-06-30 $9.9M 64k 155.53
2021-03-31 $9.2M 61k 152.23
2020-12-31 $6.8M 53k 127.07
2020-09-30 $5.0M 52k 96.27
2020-06-30 $4.8M 51k 94.07
2020-03-31 $5.1M 49k 102.77
2019-12-31 $6.4M 46k 138.23
2019-09-30 $5.6M 47k 119.96
2019-06-30 $5.1M 46k 111.80
2019-03-31 $5.1M 45k 113.82
2018-12-31 $4.7M 47k 100.51
2018-09-30 $4.7M 42k 112.84
2018-06-30 $3.6M 34k 104.19
2018-03-31 $3.1M 28k 109.97
2017-12-31 $2.7M 25k 106.93
2017-09-30 $2.6M 27k 95.53
2017-06-30 $894k 9.8k 91.45
2017-03-31 $815k 9.3k 87.84
2016-12-31 $893k 9.6k 92.78
2016-09-30 $99k 1.5k 66.40
2016-06-30 $81k 1.3k 61.78
2016-03-31 $78k 1.5k 51.62
2014-06-30 $228k 4.0k 57.62
2013-12-31 $235k 4.0k 58.25
2011-09-30 $6.9M 66k 104.50

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.